Financial Education Events: Take Control of Your Finances

Financial Education Classes at Nathaniel Greene Lodge

Understanding your Social Security Benefits

Tuesday, February 28 - 6:30 pm - 8:00 pm
Nathanael Greene Lodge
6394 Wesselman Rd, Cincinnati, OH 45248

This course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and planning on filing for Social Security benefits. It is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you. Whether married or single, upon completion you will know how to properly file for your Social Security benefits and choose the best filing option for your circumstances. You will also learn how income from other sources will affect the amount you are able to receive from Social Security and the tax implications involved.

Taxes In Retirement

Wednesday, March 1 - 6:30 pm - 8:00 pm
Nathanael Greene Lodge
6394 Wesselman Rd, Cincinnati, OH 45248

Efficiently managing your taxes involves many intricate details and strategies — and a clear understanding of any changes to the tax code. To prepare and plan for the future, we would like to invite you to our class, Taxes in Retirement. Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet your financial goals.
You’ll also receive a free workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the class.

Check back soon for more information about our next round of classes at the Oasis in Loveland May 3 & 4th! 

Register Here