Education & Planning Workshops
Social Security 101
Social Security Education Center’s purpose is to educate Americans on their benefit options. There’s no one right or wrong way to claim benefits, but we find when people are educated, they are confident that they are making the right decision for themselves.
Our Mission
To educate those approaching retirement about their Social Security options so that before they ever go to claim benefits, they have a plan and a strategy that they feel comfortable with.
What People Are Saying...
-Bobbi W
“I loved that Matt was a CPA and that he makes difficult things simple to understand…
I appreciated the touches of humor and first-hand stories he was able to share.”
-Shauna G
“Cannot recommend enough… Matt is so knowledgeable, kind, and helpful! His passion and enthusiasm (and humor!) are contagious”
– Devon N
FREE TO ATTEND
Social Security 101 - Live Workshops
For many Americans, Social Security makes up a significant piece of their retirement. The value of a stream of monthly payments over the course of a married couple’s retirement is oftentimes well over $1 Million! Because of this, it is critical to have a plan and to have a strategy before you ever decide to turn on your Social Security benefits. That is what this workshop is dedicated to… helping you to formulate a plan and a strategy.
Location
Date
Address
Presenter
Registration
Castle Rock, CO
Tues: Nov 11th, 6:30 - 8:00pm
-or-
Thurs: Nov 13th, 6:30 - 8:00pm
The Cantril School
312 Cantril Street, Castle Rock, CO 80104
Matt Johnson
Castle Rock, CO
Tues: Nov 11th, 6:30 - 8:00pm
-or-
Thurs: Nov 13th, 6:30 - 8:00pm
The Cantril School
312 Cantril Street, Castle Rock, CO 80104
Matt Johnson
La Grange, IL
Tuesday, November 18th, 6:30pm
-or-
Wednesday, November 19th, 11:30am
-or-
Wednesday, November 19th, 6:30pm
Park District of La Grange
536 East Avenue La Grange, IL 60525
Joshua Bretl
Wheaton, IL
Tuesday, Dec 2nd, 11:30am
-or-
Tuesday, Dec 2nd, 6:30pm
-or-
Thursday, Dec 4th, 6:30pm
Wheaton Park District Community Center
1777 S Blanchard Street, Wheaton, IL 60189
Joshua Bretl
Broomfield, CO
Thurs: Dec 4th, 6:30pm - 8:00pm
-or-
Sat: Dec 6th, 10:30am - 12:00pm
Broomfield Library
3 Community Park Road Broomfield, CO 80020
Matt Johnson
Broomfield, CO
Thurs: Dec 4th, 6:30pm - 8:00pm
-or-
Sat: Dec 6th, 10:30am - 12:00pm
Broomfield Library
3 Community Park Road Broomfield, CO 80020
Matt Johnson
Littleton, CO
Tues: Oct 14th, 6:30pm - 8:00pm
-or-
Thurs: Oct 16th, 6:30pm - 8:00pm
Peak Community & Wellness Center
6612 S Ward Street, Littleton, CO 80127
Matt Johnson
FAQs - Social Security Education Everyone Should Have!
What should I bring to the class?
How long is the class?
It’s usually about an hour and a half but could be a touch shorter or longer depending on the number of questions the class has.
We always take a break at the halfway point.
What happens after the class?
If you attend the workshop, you have the option to schedule a free Social Security strategy session with the instructor where you can receive one-on-one guidance as well as a Social Security report that will tell you when the optimal time for claiming benefits would be.
We would also love for you to join our Facebook group “Social Security Education Center + Tax & Retirement Tips” where you can get future questions about Social Security answered by our instructors as they inevitably come up.
Is somebody going to try to sell me something?
I’m not ready to claim Social Security yet. Should I not attend until I am?
What should I bring to the class?
I would like to attend a workshop but none of the listed times work for me…
We usually have one or two workshops per month and will keep the schedule updated here. However, we occasionally have some smaller classes that are not listed here that may be options for you.
Please reach out to Matt@RootsFirstFinancial.com for details.
H A V E Q U E S T I O N S ?
Drop us a line.
We'd love to hear from you!
Use the information request form to send us any questions you have and we’ll get back to you ASAP.
Josh Bretl is a CPA who loves working with retirees. Josh teamed up with his father in 2003 at FSR Certified Public Accountants, Ltd. to build secure financial futures for retirees and pre-retirees in the greater Chicago area. He is proud to work at a family-owned firm that specializes in tax-focused retirement strategies.