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DTSTART;TZID=America/New_York:20260415T113000
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UID:10000255-1776252600-1776259800@dedicatedfinancial.com
SUMMARY:Lunch n' Learn Social Security & Medicare Workshop
DESCRIPTION:Maximizing Your Benefits: Social Security & Medicare Essentials\n\n\n\n\n\n\nUnpack the opportunities\, timing strategies\, and integration of Social Security with other income sources and making Medicare simple to understand. \nJoin us for an engaging Lunch n’ Learn. Whether you’re approaching eligibility or well into retirement\, learn how to maximize your benefits and avoid costly mistakes. \n\n\n\nDate: Wednesday\, April 15th\nTime: 11:30am – 1:30pm\nLocation: our new offices at 18422 Coastal Highway\, Suite 203\, Lewes\, DE 19958\n\n\n\n\n\nDedicated Financial invites you to a special Lunch n’ Learn event designed to help you get more from your Social Security and Medicare benefits.\n\nEnjoy a light lunch\, beverages\, and complimentary educational resources as you learn actionable ways to optimize your benefits and make informed decisions for your retirement.\n\n\nThis workshop will equip you to understand the Social Security Basics & Timing:\n\n\nHow Social Security benefits are calculated & taxed\nWhen to claim: early\, full retirement age\, delayed retirement\nImpacts of working and coordinating spousal benefits\n\n\nThere will be time for an open Q&A after the presentation\, and all participants are welcome to schedule a complimentary consultation to discuss their personal questions one-on-one.\n\nLight lunch and beverages provided. Complimentary resources for all attendees.\n\nDon’t miss this opportunity to learn clear\, practical strategies for effectively coordinating your Social Security and Medicare decisions.\n\nThere is absolutely no cost or obligation and no financial products will be offered.\n\n\n\n\n\nAbout Your Presenter:\nLen Hayduchok\, CFP®\, founder and President of Dedicated Financial\, brings 30+ years of expertise as a fiduciary and financial planner. Len has helped guide over 5\,000 individuals and families to greater financial confidence through proactive\, tax-smart planning and a personalized approach to financial wellbeing.\nInvestment Advisory services offered through Turner Financial Group\, Inc.\, an SEC Registered Investment Advisory Firm. CFP Board owns the marks CFP®\, CERTIFIED FINANCIAL PLANNER®\, and CFP® (with plaque design) in the U.S. Disclosures: www.DedicatedFinancial.com/disclosures\n\nFOR EDUCATIONAL PURPOSES AND NO PRODUCTS WILL BE SOLD AT THIS EVENT.  Association of Financial Consultants\, TM is an IRS-approved 501(c)(3) non-profit organization. It serves as an informational teaching resource for the general public. Association of Financial Consultants\, TM is an all-volunteer non-compensated Non-Profit. Our mission is simple\, offer high-quality education through free educational workshops and classes in a non-selling environment. Our member fiduciaries and consultants are committed to public service. Association of Financial Consultants\, TM acts as an educational resource for Americans who want to learn more about planning for their financial future. We offer educational workshops and classes at no cost or obligation to the attendees. This service is provided by member fiduciaries and consultants in a completely non-selling environment. Our members are committed to ongoing education to help Americans educate themselves and understand complex financial topics through simple language and are bound by a Code of Conduct that demands integrity\, accountability\, and transparency. Our member fiduciaries and consultants are licensed professionals and share a passion for educating individuals within their community. Our members donate their time and knowledge in classroom-style settings. Association of Financial Consultants\, TM offers workshops and classes across the nation. Email us to get information on a workshop or class near you info@associationoffinancialconsultants.org or check us out at www.associationoffinancialconsultants.org. Certified Financial Planner Board of Standards Center for Financial Planning\, Inc. owns and licenses the certification marks CFP®\, CERTIFIED FINANCIAL PLANNER®\, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards\, Inc.\, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
URL:https://dedicatedfinancial.com/event/lunch-n-learn-tax-planning-workshop-4/
LOCATION:Dedicated Financial\, 18422 Coastal Highway\, Lewes\, Delaware\, 19958
CATEGORIES:Seminars
ATTACH;FMTTYPE=image/jpeg:https://dedicatedfinancial.com/wp-content/uploads/SS-April-15.jpg
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DTSTART;TZID=America/New_York:20260422T113000
DTEND;TZID=America/New_York:20260422T133000
DTSTAMP:20260504T153603
CREATED:20260413T221536Z
LAST-MODIFIED:20260413T232412Z
UID:10000260-1776857400-1776864600@dedicatedfinancial.com
SUMMARY:Lunch n' Learn Investments Workshop
DESCRIPTION:Building a Confident Investment Strategy for Retirement\n\n\n\n\n\n\nExplore proactive and practical approaches to grow\, protect\, and distribute your retirement assets. \nJoin us for an engaging Lunch and Learn concepts that can help you become more savvy financially—even in uncertain times. \n\n\n\nDate: Wednesday\, April 22nd\nTime: 11:30am – 1:30pm\nLocation: our new offices at 18422 Coastal Highway\, Suite 203\, Lewes\, DE 19958\n\n\n\n\n\nDedicated Financial invites you to a special Lunch n’ Learn event designed to help you build confidence in your investment strategy for retirement.\n\nEnjoy a light lunch\, beverages\, and complimentary educational resources as you learn actionable ways to to strengthen\, safeguard\, and optimize your retirement portfolio.\n\n\nThis workshop will equip you to understand the Investment Fundamentals:\n\n\nFinancial Strategies Throughout the Wealth Lifecycle\nIdeal Investments for a Timeline Investment Strategy\nAllocation Approaches to fund Life Goals\, Hopes\, and Dreams\n\n\nThere will be time for an open Q&A after the presentation\, and all participants are welcome to schedule a complimentary consultation to discuss their personal questions one-on-one.\n\nLight lunch and beverages provided. Complimentary resources for all attendees.\n\nDon’t miss this opportunity to learn clear\, practical strategies for growing and protecting your retirement assets with confidence.\n\nThere is absolutely no cost or obligation and no financial products will be offered.\n\n\n\n\n\nAbout Your Presenter:\nLen Hayduchok\, CFP®\, founder and President of Dedicated Financial\, brings 30+ years of expertise as a fiduciary and financial planner. Len has helped guide over 5\,000 individuals and families to greater financial confidence through proactive\, tax-smart planning and a personalized approach to financial wellbeing.\nInvestment Advisory services offered through Turner Financial Group\, Inc.\, an SEC Registered Investment Advisory Firm. CFP Board owns the marks CFP®\, CERTIFIED FINANCIAL PLANNER®\, and CFP® (with plaque design) in the U.S. Disclosures: www.DedicatedFinancial.com/disclosures\n\nFOR EDUCATIONAL PURPOSES AND NO PRODUCTS WILL BE SOLD AT THIS EVENT.  Association of Financial Consultants\, TM is an IRS-approved 501(c)(3) non-profit organization. It serves as an informational teaching resource for the general public. Association of Financial Consultants\, TM is an all-volunteer non-compensated Non-Profit. Our mission is simple\, offer high-quality education through free educational workshops and classes in a non-selling environment. Our member fiduciaries and consultants are committed to public service. Association of Financial Consultants\, TM acts as an educational resource for Americans who want to learn more about planning for their financial future. We offer educational workshops and classes at no cost or obligation to the attendees. This service is provided by member fiduciaries and consultants in a completely non-selling environment. Our members are committed to ongoing education to help Americans educate themselves and understand complex financial topics through simple language and are bound by a Code of Conduct that demands integrity\, accountability\, and transparency. Our member fiduciaries and consultants are licensed professionals and share a passion for educating individuals within their community. Our members donate their time and knowledge in classroom-style settings. Association of Financial Consultants\, TM offers workshops and classes across the nation. Email us to get information on a workshop or class near you info@associationoffinancialconsultants.org or check us out at www.associationoffinancialconsultants.org.
URL:https://dedicatedfinancial.com/event/lunch-n-learn-investments-workshop/
LOCATION:Dedicated Financial\, 18422 Coastal Highway\, Lewes\, Delaware\, 19958
CATEGORIES:Seminars
ATTACH;FMTTYPE=image/jpeg:https://dedicatedfinancial.com/wp-content/uploads/INV-Apr-22.jpg
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