Social Security and Taxes Workshop

Tuesday September 9, 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 23, 2025

                       or

Wednesday September 24, 2025

Carmello's of Old Town Manassas
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.

Retirement Seminar

Tuesday October 7, 2025

                       or

Wednesday October 8, 2025

Carmello's of Old Town Manassas
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.

Social Security and Taxes Workshop

Tuesday October 21, 2025

                       or

Wednesday October 22, 2025

George Mason Beacon Hall
10:30am

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.

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.