You and a guest are invited to join us at College of Marin - Kentfield Campus for an informative workshop on Social Security Benefits Planning!
Social Security And Retirement Income Planning
Learn how you can help maximize your social security benefit and investments to help produce dependable lifetime income in retirement.
Social Security Benefits Planning Workshop @ College of Marin - Kentfield Campus
Thursday, July 13th
Saturday, July 15th
College of Marin - Kentfield Campus
835 College Ave
Kentfield, CA 94904
We will discuss the following:
Learn when you should apply for social security based on your unique situation so you can claim the maximum amount of social security.
Lump Sum Payments
How to claim retroactive benefits as a lump sum & how married couples can help enhance their combined monthly and lifetime benefits.
Discover how to potentially avoid some of the most common mistakes when filing & how to find potential benefits you never knew you were eligible for.
Allan T. Argosino | COFE Instructor
Allan Argosino is an independent financial specialist with over 30 years of experience in the financial services industry, focusing on Social Security and Retirement Income Planning for pre-Retirees or Retirees in their Wealth Distribution Stage of their investment life cycle.
As both a fiduciary and an educator, Allan can present financial education classes in an understandable, clear, and relatable manner. Allan is passionate about educating and helping people with their investments, insurance and risk management, creative estate planning strategies, tax minimization strategies, and overall financial "fitness." He takes great pride in empowering people to take control of their finances and to make a profound impact in their lives.
Allan grew up in the hopping Metropolis of Wichita, KS, attended college in Atlanta, GA (BBA – Emory University), and received his MBA from New York University (Stern). Allan is a certified National Social Security Advisor (NSSA), and he has also earned a Certificate from the University of California at Berkeley and the Wharton School of Finance in Financial Analysis and Valuation.
Allan has lived in San Francisco for over 23 years, and he enjoys sports and everything outdoors; he has participated in over 30 triathlons, marathons, and Century rides – even biking from Prague to Vienna. His proudest role, however, is being the father to Olivia, his "bestie" and teenage daughter.
The Council of Financial Educators (COFE) is an IRS approved 501(C)(3) non-profit organization committed to providing the public with the knowledge to confidently navigate the ever-changing retirement landscape. Educators with COFE have a minimum of 10 years’ experience in the subject matter of each COFE class. We understand that millions of people have financial questions, as well as a unique set of circumstances and retirement needs, and we offer educational classes and resources to the public to address these needs.
Why we created this workshop:
If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.
Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.
We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.