Maximize your Social Security benefits. We’ll explore claiming rules and strategies for couples, divorcees and surviving spouses on how to get the most out of your Social Security benefit. We will discuss the important role Social Security plays in retirement planning and how to avoid becoming a victim of the "widow trap". You should attend if you’re within a few years of retirement. The instructor, Charles Taylor, is the owner of Four Points Advisory LLC. Investment and advisory services offered through World Equity Group Inc., member of FINRA/SIPC.

Planning for Medicare is intimidating. If you or a family member is nearing the age of 65, attend this course to learn the basics of what Medicare is, how it works, how to avoid penalties and what you need to know to prepare yourself for this process. The instructor, Charles Taylor, is the owner of Four Points Advisory LLC. Investment and advisory services offered through World Equity Group Inc., member of FINRA/SIPC.