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Events

Anderson Financial LLC 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

More events are on the way! Check back soon for more information.

Past Events

September 21, 2023

6:30p - 7:30p

Lake View Community Center

Social Security, Taxes and The Value of a Blueprint - Clear Lake - 2

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.

September 19, 2023

6:30p - 7:30p

Lake View Community Center

Social Security, Taxes and The Value of a Blueprint - Clear Lake

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.

September 14, 2023

6:30p - 7:30p

North Iowa Area Community College (NIACC) Recreation Center

Social Security, Taxes and The Value of a Blueprint - Mason City

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.

September 12, 2023

6:30p - 7:30p

North Iowa Area Community College (NIACC) Recreation Center

Social Security, Taxes and The Value of a Blueprint - Mason City

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