Join us for an in-person educational luncheon focused on bringing clarity to Social Security and retirement planning.

There’s a lot of misinformation in the market today. This session is designed to provide straightforward, practical insights advisors can actually use.

Location

Posto 896 Italian & Hungarian Cuisine
15615 Ventura Blvd, Encino, CA 91436

Date & Time

June 3 at 12:00 PM

What You’ll Learn

How Social Security impacts real retirement outcomes
Common misconceptions advisors should avoid
Ways to approach retirement income conversations with more confidence
How to better integrate Social Security into planning strategies

Certification

Access to complete a certification worth:
21 Credits (California License Eligible)

Who Should Attend

• Financial Advisors

• Licensed Professionals

• Advisors in the San Fernando Valley, Los Angeles, and Encino

Speakers

Sonia Haze – Attorney
Tasa Flint – Protective Life
Jeff Skolnik – Watermark Life Insurance

Event Details

A focused, small-group discussion designed for meaningful engagement and practical application.

• Collaborative setting with approximately 20 attendees

• High-quality, actionable insights for real client use

• Opportunity to strengthen client conversations with practical Social Security strategies

Seats are limited. We encourage early registration to reserve your spot.