retirement seminar

tuesday- august 5th, 2025

6:30pm | Carmello's

Join us at Carmello’s in Old Town Manassas for a complimentary dinner and retirement seminar presentation. During the presentation, Jay Sharifi shares informative strategies to help you prepare for the future and take the necessary steps to build a plan for your retirement.

Located at 9108 Center St, Manassas, VA 20110

retirement seminar

wednesday - august 6TH, 2025

6:30pm | Carmello's

Join us at Carmello’s in Old Town Manassas for a complimentary dinner and retirement seminar presentation. During the presentation, Jay Sharifi shares informative strategies to help you prepare for the future and take the necessary steps to build a plan for your retirement.

Located at 9108 Center St, Manassas, VA 20110

social security & taxes workshop

monday - august 18th, 2025

10:00am | George Mason Beacon Hall

Join us at the George Mason Beacon Hall in Manassas for an educational Social Security and taxes seminar. Enjoy complimentary coffee and light bites while Jay Sharifi shares simple strategies to help you minimize taxes, protect your Social Security benefits, and make smart decisions to ensure your retirement income lasts.

Located at 10945 George Mason Cir, Manassas, VA 20110

social security & taxes workshop

Tuesday - august 19th, 2025

10:00am | George Mason Beacon Hall

Join us at the George Mason Beacon Hall in Manassas for an educational Social Security and taxes seminar. Enjoy complimentary coffee and light bites while Jay Sharifi shares simple strategies to help you minimize taxes, protect your Social Security benefits, and make smart decisions to ensure your retirement income lasts.

Located at 10945 George Mason Cir, Manassas, VA 20110

more about our seminars

what we cover

During our seminars, we’ll address important topics and questions such as:

How to build a plan to ensure you have income for life.

How to build a tax plan that supports your retirement decisions.

How we help our clients feel confident and protected in the current market.

How IRMAA can negatively impact your Social Security benefits and what you can do to stay on top of it.

Seating is limited, so if you would like to attend one of our complimentary seminars, please reserve your spot! If you have any questions, please give our office a call at (877) 650-4738.

Unable to attend? talk one-on-one with an advisor

Skip the seminar and schedule your personal Discovery visit today!

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talk to an advisor

Ready to take the first step in your financial journey? Schedule a complimentary meeting with one of our financial advisors and learn more about how we can help you achieve your financial goals.