Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
May 8, 2026
6:30p - 7:30p
Online - Webinar
The GreaterThan LTC Alternatives Briefing - May 8th
Come learn about long term care alternatives May 8th at 630PM. Register now to get the Zoom link.
May 7, 2026
6:30p - 7:30p
Online - Webinar
The GreaterThan Estate & Legacy Briefing - May 7th
Come learn about estate documents May 7th at 630 PM. Register now to get the Zoom link.
May 6, 2026
6:30p - 7:30p
Online - Webinar
The GreaterThan Tax Briefing - May 6th
Come learn about the One Big Beautiful Bill Act May 6th at 630 PM. Register now to get the Zoom link.
May 5, 2026
6:30p - 7:30p
Online - Webinar
The GreaterThan Protected Growth Briefing - May 5th
Come learn about protected growth investments April 28th at 12PM. Register now to get the Zoom link.
May 4, 2026
6:30p - 7:30p
Online - Webinar
The GreaterThan Social Security Briefing - May 4th
Most retirees make the single most important income decision of their retirement in 15 minutes at a Social Security office — without a plan. In this private 20-minute briefing, W. Dean Burdette, Founder of Prudent Financial Services, walks you through the four claiming decisions that can cost or save you $100,000+ over your lifetime: • When to claim — 62, Full Retirement Age, or 70 • Working while claiming — the earnings penalty most retirees miss • Spousal & survivor strategies — protecting the person you love most • The hidden tax trap — including the widow's tax Whether you're claiming in 3 months or 3 years, you'll walk away with clarity on the most important income decision of your retirement. Seats are limited. Reserve yours now.
May 1, 2026
12:00p - 1:00p
Online - Webinar
The GreaterThan LTC Alternatives Briefing
Come learn about long term care alternatives May 1st at 12PM. Register now to get the Zoom link.
April 30, 2026
12:00p - 1:00p
Online - Webinar
The GreaterThan Estate & Legacy Briefing
Come learn about estate documents April 30th at 12PM. Register now to get the Zoom link.
April 29, 2026
12:00p - 1:00p
Online - Webinar
The GreaterThan Tax Briefing
Come learn about the One Big Beautiful Bill Act April 29th at 12PM. Register now to get the Zoom link.
April 28, 2026
12:00p - 1:00p
Online - Webinar
The GreaterThan Protected Growth Briefing
Come learn about protected growth investments April 28th at 12PM. Register now to get the Zoom link.
April 27, 2026
12:00p - 1:00p
Online - Webinar
The GreaterThan Social Security Briefing
Most retirees make the single most important income decision of their retirement in 15 minutes at a Social Security office — without a plan. In this private 20-minute briefing, W. Dean Burdette, Founder of Prudent Financial Services, walks you through the four claiming decisions that can cost or save you $100,000+ over your lifetime: • When to claim — 62, Full Retirement Age, or 70 • Working while claiming — the earnings penalty most retirees miss • Spousal & survivor strategies — protecting the person you love most • The hidden tax trap — including the widow's tax Whether you're claiming in 3 months or 3 years, you'll walk away with clarity on the most important income decision of your retirement. Seats are limited. Reserve yours now.