Social Security and Taxes Workshop

Tuesday September 9th, 2025

or

Bull Run Public Library
1:00pm

Join us at the Bull Run Public Library 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.

Retirement Seminar

Tuesday September 23rd, 2025

or

Wednesday September 24th, 2025

Carmello's
6:30pm

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.

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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take the first step

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.