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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

  • Thu
    18
    Oct
    2018
    Thu
    25
    Oct
    2018
    6:30 - 9:30pmChesapeake College | 1000 College Cir, Wye Mills, MD 21679

    This is a 2-evening course.
    It is recommended that you attend both sessions to gain the full benefit of the course.
    The $49 registration includes both sessions for you and a guest.

    This course is designed to teach you how to build wealth and align your money with your values so that you can accomplish your life goals. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.

    Topics that will be discussed:

    -Determining the amount of money you will need to retire comfortably
    -Creating your own goals for a successful retirement
    -Eliminating debt and improving cash-flow
    -Properly converting your IRA and Roth IRA
    -Selecting the appropriate retirement plan distribution choice
    -Planning your retirement income to preserve a comfortable standard of living
    -Transferring the risk of potential financial losses before or during retirement
    -Reducing or eliminating taxes, expenses, delays and legal challenges with estate planning
    -PLUS – learn 11 strategies to save money on this year’s taxes

  • Tue
    23
    Oct
    2018
    Tue
    30
    Oct
    2018
    6:30 - 9:30pmSalisbury University | 1101 Camden Ave. Salisbury, MD 21801

    This is a 2-evening course.
    It is recommended that you attend both sessions to gain the full benefit of the course.
    The $49 registration includes both sessions for you and a guest.

    This course is designed to teach you how to build wealth and align your money with your values so that you can accomplish your life goals. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.

    Topics that will be discussed:

    -Determining the amount of money you will need to retire comfortably
    -Creating your own goals for a successful retirement
    -Eliminating debt and improving cash-flow
    -Properly converting your IRA and Roth IRA
    -Selecting the appropriate retirement plan distribution choice
    -Planning your retirement income to preserve a comfortable standard of living
    -Transferring the risk of potential financial losses before or during retirement
    -Reducing or eliminating taxes, expenses, delays and legal challenges with estate planning
    -PLUS – learn 11 strategies to save money on this year’s taxes

     

  • Tue
    06
    Nov
    2018
    6:30 - 9:30pmSuicide Bridge Restaurant | 6304 Suicide Bridge Road, Hurlock, MD 21643

    Do you worry about outliving your money? Do you have questions about Social Security? Are you looking for more information about how the Trump Tax Reform will affect your retirement plans? If so, you will greatly benefit from this intimate Retirement Seminar!

    Retirement Specialist and President of Andersen Wealth Management, Michael Andersen will address these critical issues and the impact they could potentially have on you and your retirement.

  • Thu
    08
    Nov
    2018
    6:30 - 9:30pmSuicide Bridge Restaurant | 6304 Suicide Bridge Road, Hurlock, MD 21643

    Do you worry about outliving your money? Do you have questions about Social Security? Are you looking for more information about how the Trump Tax Reform will affect your retirement plans? If so, you will greatly benefit from this intimate Retirement Seminar!

    Retirement Specialist and President of Andersen Wealth Management, Michael Andersen will address these critical issues and the impact they could potentially have on you and your retirement.

  • Tue
    04
    Dec
    2018
    6:30 - 9:30 pmChesapeake College | 1000 College Cir, Wye Mills, MD 21679

    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 college-style 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
    06
    Dec
    2018
    6:30 - 9:30 pmChesapeake College | 1000 College Cir, Wye Mills, MD 21679

    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 college-style 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.