Two free workshops for retirees and pre-retirees in Volusia County
Once a month, Steven L. Rich teaches two classes — one on Social Security claiming strategy, one on taxes in retirement. Free, educational, hosted through a 501(c)(3) non-profit. No sales presentation, no obligation.
Slow the decision down. Put the math on the table.
Most retirement decisions get made in a vacuum, in a hurry, often using information from whoever called last. These classes are hosted through the American Financial Education Alliance, a 501(c)(3) non-profit — the content is educational, and if you’d like to discuss your own situation, Steven is available for a complimentary one-on-one.
Attend one, or both
- How your benefit is calculated — and what your statement really says
- The math behind filing at 62, full retirement age, and 70
- Spousal and survivor benefits, and coordinating two filings
- Divorced-spouse benefits many people miss
- How Social Security gets taxed, and how to plan around it
- Common mistakes that cost retirees tens of thousands
- Why pre-tax, after-tax, and tax-free accounts behave differently
- How withdrawal sequencing affects your lifetime tax bill
- Roth conversions and when the window is most valuable
- Required Minimum Distributions and planning before age 73
- The surviving-spouse tax cliff and how to plan for it
- How Social Security taxation interacts with your other income
Two locations, monthly
Both topics are usually scheduled on the same mailer, with separate session times so you can attend one or both.
Brannon Center
105 S. Riverside Drive, New Smyrna Beach, FL 32168
Lakeside Community Center
Lawnview Conference Room · 1999 City Center Cir, Port Orange, FL 32129
At a glance
Hosted by the American Financial Education Alliance — the presentation is educational and non-commercial. Steven teaches because he likes the work, and because most retirees here are deciding with incomplete information.
Bring a spouse. Bring a friend. Bring your questions.
- Anyone 55 to 70 thinking about when to file for Social Security
- Anyone retired who’s never had a tax-aware drawdown reviewed
- Couples coordinating two retirement timelines
- Recent Florida transplants whose tax situation just changed
- Adult children helping aging parents think it through
Steven has spent 15 years working with retirees. He moved to New Smyrna Beach from the Jersey Shore with his wife Amanda and their three kids, and built his practice around the community. The workshops are how he brings real planning education to the people who need it — in the place where they live.
Workshop questions
Is this really free?
Yes. There’s no charge to attend and no obligation to schedule anything afterward.
Will I get sales calls afterward?
No. The workshops are hosted through a non-profit. We follow up only if you specifically request a one-on-one conversation.
Can I bring a spouse or friend?
Please do. Decisions like these are easier to make with the people they affect.
What if I’m already collecting Social Security?
The Social Security workshop still covers spousal, survivor, and coordination strategies that may apply. Some opportunities exist even after filing.
Do I have to live in New Smyrna Beach to attend?
No. The classes are open to anyone, and we regularly host attendees from across Volusia County and beyond.
Seats fill up. Reserve early.
Pick a session that fits, or call our New Smyrna Beach office.
Office: 112 N. Orange Street, New Smyrna Beach, FL 32168 · Mon–Fri, 9:00–5:00
Educational workshops and seminars are provided for informational purposes only and do not constitute individualized investment, tax, insurance, or legal advice. Content is general in nature and may not be suitable for your situation. Attendance does not establish a client relationship with Signal Advisors Wealth, LLC or New Smyrna Beach Retirement Solutions. Social Security guidance is educational and analytical; NSBRS and its agents are not employees of the Social Security Administration and cannot make official benefit determinations. Confirm filing decisions with the SSA at ssa.gov or your local office.
Investment advisory services are offered by Signal Advisors Wealth, LLC (“Signal Wealth”), a Registered Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Steven L. Rich is an Investment Adviser Representative of Signal Wealth. Insurance products are offered through New Smyrna Beach Retirement Solutions (“NSBRS”), which is not affiliated with Signal Wealth. Investing involves risk, including the potential loss of principal. This is for informational purposes only and is not investment, tax, or legal advice.