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Events & Seminars

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referred guests and visitors to attend our events.

Andersen Wealth Management Events

  • Tue
    26
    Jun
    2018
    6:30 - 8:30 pmPortofino Ristorante Italiano | 4 W Dover St, Easton, MD 21601

    All of us dream of a secure, comfortable retirement, and now because we're living longer, healthier lives, we can expect to spend more time in retirement than our parents and grandparents did. In this complimentary dinner seminar, we will discuss the role Social Security plays in a successful long-term retirement strategy and give you the tools to make the right choices for your unique situation.

    Topics that will be discussed:

    -Uncommon Social Security claiming strategies
    -How your Social Security benefits could affect your spouse
    -The Social Security Administration’s work rules and how they can influence your claiming strategy
    -How to solve the Medicare enrollment puzzle
    -Ways to take advantage of delayed retirement credits
    -Tips to help you protect yourself against fraud
    -The importance of an online Social Security account
    -Help with online applications
    -And more!

  • Thu
    28
    Jun
    2018
    6:30 - 8:30 pmPortofino Ristorante Italiano | 4 W Dover St, Easton, MD 21601

    All of us dream of a secure, comfortable retirement, and now because we're living longer, healthier lives, we can expect to spend more time in retirement than our parents and grandparents did. In this complimentary dinner seminar, we will discuss the role Social Security plays in a successful long-term retirement strategy and give you the tools to make the right choices for your unique situation.

    Topics that will be discussed:

    -Uncommon Social Security claiming strategies
    -How your Social Security benefits could affect your spouse
    -The Social Security Administration’s work rules and how they can influence your claiming strategy
    -How to solve the Medicare enrollment puzzle
    -Ways to take advantage of delayed retirement credits
    -Tips to help you protect yourself against fraud
    -The importance of an online Social Security account
    -Help with online applications
    -And more!

At Andersen Wealth Management, we hold informational seminars for our clients and the greater community that feature information on specific topics such as wealth management and annuities. 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. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

By attending a seminar or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.