Come out and meet the Financial Plan, Inc. team in person! We speak regularly in and around Bellingham, WA, and enjoy meeting with people in our community, seeing old friends, and sharing our knowledge about personal financial planning. Below is a listing of the events we have planned for 2019/2020, but check back often, or sign up for our newsletter for upcoming events near you!
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Social Security Made Simple
January 28, 2017 @ 6:00 pm - 8:00 pm
Deciding how and when to claim Social Security retirement benefits can be complicated. This course is designed to help you understand what options you have in claiming Social Security, and the pros and cons of each claiming strategy relative to your unique financial situation. You’ll learn Social Security basics as well as the top strategies for maximizing your Social Security payout. Instructor Devin Wolf, CFP® helps his clients integrate Social Security into their comprehensive wealth management plan. Included in class fee, Devin will provide each student with a customized claiming report.