Just yourself! You’re welcome to bring a spouse or a friend if you wish and if you’re a notetaker, don’t forget pen and paper!

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.

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.

We believe in providing value and education without expectation of anything in return. Our instructors are retirement planners, so some attendees will choose to later set appointments with them to that end, but the purpose of this workshop is strictly educational

No worries at all, most who come to the class aren’t ready to turn Social Security on yet. But it’s always nice to have a plan and understand what options are available to you a few years before you do retire.

Just yourself! You’re welcome to bring a spouse or a friend if you wish and if you’re a notetaker, don’t forget pen and paper!

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.