Seminars
Goodman Advisory Group, LLC realizes the importance of helping those in our community by educating individuals on the topic we know best - finances. The classes we offer provide attendees with valuable information about comprehensive financial planning in the areas of tax planning, risk management, investment planning, college funding, retirement needs, elder care issues, estate planning strategies and many other topics. The firm hopes to provide you with financial guidance that will help you move toward your life goals.
Please read below for a list of our upcoming seminars and events.
We are also available to host a seminar at your place of business. If your employees are interested in learning more about what they can do with their finances, feel free to email us at info@goodmanadv.com or call us at 781-559-0320
to find out how we can help.
Upcoming Events
May 19, 2026
7:00p - 8:30p
Newton South High School
Making the Most of Social Security
Social Security is a significant piece of the retirement puzzle. Learn how to get the most from your benefits and coordinate this income with your overall retirement strategy. We will talk about the current state of Social Security, what to consider when planning your benefit start date, spousal benefits, options for divorcees, buy-back strategies, tax reduction strategies, and coordination with state and federal retirement plans, such as Windfall Elimination Provisions and Government Pensions Offsets. We will also review special planning considerations for self-employed individuals. Join us to navigate this sometimes confusing benefit.
Past Events
March 24, 2026
7:00p - 8:30p
Newton South High School
Making the Most of Social Security
Social Security is a significant piece of the retirement puzzle. Learn how to get the most from your benefits and coordinate this income with your overall retirement strategy. We will talk about the current state of Social Security, what to consider when planning your benefit start date, spousal benefits, options for divorcees, buy-back strategies, tax reduction strategies, and coordination with state and federal retirement plans, such as Windfall Elimination Provisions and Government Pensions Offsets. We will also review special planning considerations for self-employed individuals. Join us to navigate this sometimes confusing benefit.