Attend a Seminar
We’re committed to helping you make informed decisions about your financial future. We invite all clients, referred guests and visitors to attend our educational events.
About Our Seminars
Lightpath Wealth Advisors regularly hosts informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies, Social Security maximization and tax planning. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being.
Our retirement workshops cover various topics including:
- Coordination of retirement benefits
- Collecting Social Security while still working
- Drawing on retirement income in a tax advantaged way
- Creation of strategies that protect income and investments
- Postponing Social Security income
- Ensuring you outlive your money
- Minimizing the downside of market exposure
We’re holding for our next “Social Security Maximization & Optimization” classes the following dates and locations: