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Throughout the year, we offer a range of educational, social and celebratory events that allow us to demonstrate our appreciation for you and help you get the most out of our shared partnership.

Discover our upcoming events below and RSVP today. We will gladly reserve a seat for you.

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Upcoming Events:

Social Security 101 Virtual Class

  • Time/Date: Monday December 16th 2024
    • Morning Class: 7:00 AM Central Time
    • Afternoon Class: 2:30 PM Central Time
  • Cost: This is a free event held to the public
  • Speaker: Celina Chacon, Public Affairs Specialist for the Social Security Administration
  • Host: Don Gallaty II, CPFA®, AAMS™, Financial Advisor

During the workshop, we'll review:

  • Understanding the value of Social Security.
  • Will Social Security always be there for you?
  • How much you can expect to receive?
  • How are benefits calculated?
  • Important considerations when deciding on your benefits.
  • How to maximize your benefits.
  • Social Security strategies.

Please submit the below information so that we can send you a link to the class.

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