A Live and In-Person Retirement Educational Workshop

Thursday, June 24, 2021
6 PM - 7 PM

Learn how to properly time & take your Social Security benefits to maximize those benefits & minimize the taxes on them.

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Register Now!
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You've Worked Hard All Your Life, And Now It's Time To Retire...

You may be approaching retirement with a variety of feelings: exhilaration, fear, and uncertainty. The Coastal Financial Planning Group is here to help you through this exciting yet challenging time in your life.

Join us for a FREE workshop designed to help you maximize your Social Security benefits with knowledge based on current laws and regulations.


Presented by: Nathan White - NSSA® Accredited Advisor

The workshop will cover when you can start collecting benefits, how Medicare works with Social Security benefits, whether there are ways to reduce any taxation on your benefits, and more.

Can't Make It To The In-Person Event?

Watch it LIVE online Tuesday, June 22 @ 6PM

There's no better time to learn about your retirement options than now, before you reach the full retirement age and are eligible for Social Security income.

Come to this workshop to learn about the different types of benefits from Social Security, and how they can help you plan for the future.

Join us on Thursday, June 24, 2021
6 PM - 7 PM 
and you'll get to:

Find Out The Pros And Cons Of Claiming Early Versus Late

There are valid reasons to file for Social Security early, or to delay taking your benefits as long as possible. It's important to understand the impact those decisions will have on you and your family, as well as what the overall impact is on your financial health.

Understand how Medicare works with Social Security income.

Learn how Medicare works with Social Security income. You'll find out if you need to take action, and the best ways to do so. Explore the ins and outs of Social Security claiming strategies, and review the benefits of delaying retirement.

Questions & Interact With Your Peers


Knowing what to expect in retirement is vital to your financial and emotional well-being. This live workshop will help you plan for a comfortable and secure retirement. Coastal Financial Planning Group specializes in Social Security and retirement planning.



Thursday, June 24, 2021
6 PM - 7 PM

Coastal Financial Planning Group
1st Floor Conference Room
78 Ashley Point Drive, Charleston