Description
Social Security can play an important role in your long-term financial picture, but many people aren’t sure how it really works.
Join us as Phil Philips shares the fundamentals of how Social Security works and how it fits into a broader retirement strategy. Phil spent his career with the Social Security Administration, helping hundreds of individuals across the Midwest navigate their retirement and Social Security decisions. This session is ideal for anyone approaching retirement or simply looking to better understand how Social Security fits into long-term planning.
Date: Tuesday, April 21, 2026
Location: 121 E Lincoln Way, Jefferson, Iowa 50129 or via Zoom
Times: 10:00 AM or 5:00 PM (choose what works best for you)
RSVP by January 20th on the Events page on our website, by emailing events@journeyfinancialllc.com or call 515-386-2570.
Our seminars are designed to inform and empower you, whether you're just starting out or looking to strengthen your financial foundation. Feel free to share this invitation with colleagues, friends, or family who could benefit. We look forward to helping you build clarity and confidence in your retirement planning!
Date and Time
Tue, Apr 21, 2026
10:00a - 11:00a CST