Social Security Class

ONLINE

June 16, 6 pm
June 18, 6 pm

Sign up through the form or register by phone. If you call after-hours, leave your information and we will call back the next business day to confirm your registration.

This One-Hour Class Can Save You Years of Regret

This Social Security class will teach you how to get the most out of your Social Security benefits. Social Security is a fundamental part of your retirement plan. You need to understand what your filing options are so you can make the best decision to match your plans for retirement.

Presidential Wealth Management has educated thousands of Coloradans at our free financial education classes. Our Social Security workshop is our most popular presentation.

The class will typically take an hour to cover core concepts and the basics of Social Security strategies. After the presentation, your presenters will take questions from the audience.

This is not a sales presentation. Our workshops are a public service to the community and all are welcome to attend. If you know of family members, friends, or co-workers who could benefit from the workshop, feel free to invite them.

Class Topics:

Your Teacher

keith-weinman-financial-advisor-loveland-1-removebg-preview
Keith Weinman

Coloradoans have watched and listened to Keith on television and radio for over 30 years. While part of the KOA radio morning show from 1981 to 1999, Keith also worked as a television business reporter for Channel 7 in Denver then moved to Channel 4 where he did live morning business reports for almost 10 years. During that time he was honored as one of the states best business and financial reporters.

From 2002 to 2010 Keith co-hosted what became one of the most listened to and respected morning talk shows in Colorado and helped KCOL radio achieve nationwide acclaim. Keith and partner Gail Fallen were awarded Best Talk Radio Hosts in Colorado 4 times by the Colorado Broadcasters Association. During his career Keith has met and talked with 5 US Presidents and countless celebrities. Among his most memorable experiences was an invitation to meet and then have lunch with President Ronald Reagan at the White House. During his years working as a business journalist Keith enjoyed meeting and talking with Malcolm Forbes, Alan Greenspan, Warren Buffett and Peter Lynch.

A sought after public speaker, Keith’s style is rooted in talk radio. He talks with groups instead of to them about current events and their impact on our lives. Throughout his career Keith has enjoyed simplifying complex ideas. “I came to Presidential after meeting its founders and learning that its mission statement is the absolute truth,” says Keith.

We're here to help

Presidential Wealth Management has educated thousands of Coloradans at our free financial education classes. This is not a sales presentation. Our workshops are a public service to the community and all are welcome to attend. 

Your situation is unique

This class will teach you how to minimize taxes in retirement, but individual situations often require personalized solutions. If you want a review of your taxes in retirement, we can help. It’s free. 

Social Security Class: ONLINE

Date and Time

June 16, 6 pm
June 18, 6 pm

Address

Presidential Wealth Management
2725 Rocky Mountain Avenue, Suite 100
Loveland, CO

Contact Us

970-776-7500

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