adult-fin-ed-logo

Join us for an UPCOMING EVENT

Maximizing Social Security Class

Social Security is the first or second largest source of income for most retirees. Make sure you GET THE FACTS BEFORE YOU FILE! The recent code changes have placed a strict time and age limit on some claiming strategies.” TIMING IS EVERYTHING! Learn simple strategies to help maximize your benefits and increase your retirement income!

In addition to Social Security, this class will also feature our content from our Medicare 101 class.

Social Security

For many Americans, Social Security is one of the largest assets they have in retirement.  However, greater than 90% of Social Security recipients fail to maximize this critical piece of the retirement puzzle. Advance planning is essential as this decision is THE CHOICE OF A LIFETIME.  The educational workshop will provide you with important information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes and maximize your benefits.

Medicare

Medicare plans come in all shapes and sizes, just like us. But fully understanding the “Alphabet Soup” of Part A, Part B, Part C and Part D, along with Plans A through N, can be daunting. Missing pieces of Medicare information could cost you more money which might result in penalties. Relax, we’ve got you covered. Come learn about the different options available to see which plan makes the most “cents” for you and your budget.

Learn More About This Class

Herbert C. Young Community Center, NC


4
October
 Maximizing Social Security
  Wed, October 4th @ 6:00 pm
  Cary, NC
Register

7
October
 Maximizing Social Security
  Sat, October 7th @ 9:00 am
  Cary, NC
Register

16
October
 Maximizing Social Security
  Mon, October 16th @ 6:00 pm
  Cary, NC
Register

Retirement 101: How to Have a Worry-less Retirement

Covering many retirement topics including income, 401k options, taxes, the stages of retirement, the market, interest rates, inflation, 5 common retirement mistakes & myths. Long-term care cost, Gold & SO MUCH MORE!  This class is all about developing a real-world plan for your retirement...not just hoping it's a success.

Retirement 101

Teaching the “BIG PICTURE” with a retirement planning model developed for people age 50 and up who would like an alternative to the typical Wall Street approach to retirement.  If you want to be more confident in your plan, it will be time well spent.  During the course you will learn what pitfalls to avoid and how recognize them.  Upon completion of this course, it is our hope you will have the confidence you need to put an actual retirement plan into action.  Don’t leave your retirement to simply, “I hope it will work”.  Have a plan instead!

Learn More About This Class

Herbert C. Young Community Center, NC


19
October
 Retirement 101
  Thu, October 19th @ 6:00 pm
  Cary, NC
Register

21
October
 Retirement 101
  Sat, October 21st @ 9:00 am
  Cary, NC
Register

Check Back Soon For Classes Hosted In Virginia

Visit Our Website
bryan-headshot

Meet Our Instructor Bryan Rich

Your instructor, Bryan Rich has taught adult financial education classes for 21 years, speaking to thousands of “50 and Uppers” throughout Virginia & North Carolina in presentations and educational workshops.  He strives to teach a balanced approach to retirement, while highlighting both the positives and negatives of options available.  He began his financial services career in North Carolina in 1992, upon graduating with honors from Liberty University with a Business Finance degree.  After working for over a decade for a national financial planning company he decided to pursue his own career.  As part of that decision, in 2005, he assisted experienced insurance and investment professionals from the Roanoke, VA area in establishing Secure Financial Group, Inc.  Later opening an office in Cary, NC. 

Bryan is the proud father of three grown boys. The oldest has a successful career as an airline mechanic and married to an amazing daughter-in-law.  The middle son is pursuing a career in hospitality management and hopes to develop/design resorts in the future.  The youngest is finishing his education to become a Certified Financial Planner and join the team with Bryan.

logo

BRYAN IS A CERTIFIED FINANCIAL FIDUCIARY advisor

CFF is a professional designation for financial professionals, namely, those who have successfully completed a rigorous certification and training process established by NACFF and AFEA (The American Financial Education Alliance), and who agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.

WE WOULD LOVE TO HEAR FROM YOU!

You can reach out to us with your questions at

North Carolina Office

1150 Executive Circle #4
Cary, NC 27511
(919) 656-1173

Virginia Office

2302 Colonial Ave, Ste B
Roanoke, VA 24015
(540) 816-5392

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Adult Financial Education of VA & NC are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.