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Events

Next Phase and Your Retirement Timeline take great pride in providing Iowan's with a free resource for sound retirement advice.  We specialize in coordinating Social Security with all retirement benefits I.E. IRA's, 401k's, IPERS, TSP, pensions, health insurance and medicare. 

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All of our events are free to attend without the hassle of a sales pitch.  We offer free consultaitons to all of those who wish to meet with us.

 

Upcoming Events

Social Security, Taxes and The Value of a Blueprint

January 28, 2020 6:30p - 7:30p Pacific Standard Time

Indianola Activity Center

This workshop will focus on the importance of coordinating todays social security options with your retirement resources and the taxation associated with these decisions. We will address the importance of having a blueprint to coordinate this effort.

Social Security, Taxes and The Value of a Blueprint

January 30, 2020 6:30p - 7:30p Central Standard Time

Indianola Activity Center

This workshop will focus on the importance of coordinating todays social security options with your retirement resources and the taxation associated with these decisions. We will address the importance of having a blueprint to coordinate this effort.

Social Security, Taxes and The Value of a Blueprint

February 4, 2020 6:30p - 7:30p Central Standard Time

Lake View Community Center

This workshop will focus on the importance of coordinating todays social security options with your retirement resources and the taxation associated with these decisions. We will address the importance of having a blueprint to coordinate this effort.

Social Security, Taxes and The Value of a Blueprint

February 6, 2020 6:30p - 7:30p Central Standard Time

Lake View Community Center

This workshop will focus on the importance of coordinating todays social security options with your retirement resources and the taxation associated with these decisions. We will address the importance of having a blueprint to coordinate this effort.

Social Security, Taxes and The Value of a Blueprint

March 3, 2020 6:30p - 7:30p Central Standard Time

Urbandale Library

This workshop will focus on the importance of coordinating todays social security options with your retirement resources and the taxation associated with these decisions. We will address the importance of having a blueprint to coordinate this effort.

Social Security, Taxes and The Value of a Blueprint

March 5, 2020 6:30p - 7:30p Central Standard Time

Urbandale Library

This workshop will focus on the importance of coordinating todays social security options with your retirement resources and the taxation associated with these decisions. We will address the importance of having a blueprint to coordinate this effort.

Social Security, Taxes and The Value of a Blueprint

March 31, 2020 6:30p - 7:30p Central Standard Time

Norwalk Library

This workshop will focus on the importance of coordinating todays social security options with your retirement resources and the taxation associated with these decisions. We will address the importance of having a blueprint to coordinate this effort.

Social Security, Taxes and The Value of a Blueprint

April 2, 2020 6:30p - 7:30p Central Standard Time

Norwalk Library

This workshop will focus on the importance of coordinating todays social security options with your retirement resources and the taxation associated with these decisions. We will address the importance of having a blueprint to coordinate this effort.

Social Security, Taxes and The Value of a Blueprint

April 21, 2020 6:30p - 7:30p Central Standard Time

Altoona Library

This workshop will focus on the importance of coordinating todays social security options with your retirement resources and the taxation associated with these decisions. We will address the importance of having a blueprint to coordinate this effort.

Social Security, Taxes and The Value of a Blueprint

April 23, 2020 6:30p - 7:30p Central Standard Time

Altoona Library

This workshop will focus on the importance of coordinating todays social security options with your retirement resources and the taxation associated with these decisions. We will address the importance of having a blueprint to coordinate this effort.

Event Registration




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