Events & Workshops
Education and community are paramount to everything we do at Simplicity Wealth. We conduct in-person and virtual financial events and workshops throughout the country. Find an event near you by navigating the calendar below.
Events in November 2026–October 2027
November 5, 2026
November 5, 2026Location:
Salem Media Headquarters
8101 N High St,
Columbus, OH 43235Details:
Join us for a night focused on charitable giving. Meet Bruce, Josh, and the Simplicity Wealth Columbus Team. There will be a roundtable discussion about financial planning and the markets, as well as a live Q&A.
What you will learn:
- How charitable giving can fit into a broader retirement income and tax planning strategy
- What a Qualified Charitable Distribution (QCD) is, who's eligible, and how it interacts with required minimum distributions
- How donor-advised funds work, and why some people use them to bunch several years of giving into one tax year
- Common year-end mistakes that reduce or eliminate the tax benefit of a gift
Click Here To RSVP
November 10, 2026
November 10, 2026Location:
Keiser University
800 S Babcock St
Melbourne, FL 32901Details:
One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
- Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!
- When your benefits may begin and how the age at which you apply will affect the amount you receive.
- How to maximize Social Security benefits and how to minimize taxes on them.
- Strategies to consider before deciding to apply for benefits.
- What to do if you have other income from pensions or IRAs.
- What is the future of Social Security and what does it mean to you?
- When it makes sense to delay benefits - and when it does not.
- How the wrong Social Security decision can cost you money.
- How your current employment will affect benefits.
- How two little-known strategies could increase your family income and survivor benefits.
- Can you fix your Social Security election if you made a mistake?
- How cost-of-living adjustments (COLAs) impact benefits.
Learn how all of your assets fit together with Social Security to fund your quality of life in retirement.
REGISTER HERE
November 14, 2026
November 14, 2026Location:
Brevard County Government Center - Building C, Florida Room 3rd Floor
2725 Judge Fran Jamieson Way
Melbourne, FL 32940Details:
One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
- Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!
- When your benefits may begin and how the age at which you apply will affect the amount you receive.
- How to maximize Social Security benefits and how to minimize taxes on them.
- Strategies to consider before deciding to apply for benefits.
- What to do if you have other income from pensions or IRAs.
- What is the future of Social Security and what does it mean to you?
- When it makes sense to delay benefits - and when it does not.
- How the wrong Social Security decision can cost you money.
- How your current employment will affect benefits.
- How two little-known strategies could increase your family income and survivor benefits.
- Can you fix your Social Security election if you made a mistake?
- How cost-of-living adjustments (COLAs) impact benefits.
Learn how all of your assets fit together with Social Security to fund your quality of life in retirement.
REGISTER HERE
November 17, 2026
November 17, 2026Location:
Keiser University
800 S Babcock St
Melbourne, FL 32901Details:
One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
- Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!
- When your benefits may begin and how the age at which you apply will affect the amount you receive.
- How to maximize Social Security benefits and how to minimize taxes on them.
- Strategies to consider before deciding to apply for benefits.
- What to do if you have other income from pensions or IRAs.
- What is the future of Social Security and what does it mean to you?
- When it makes sense to delay benefits - and when it does not.
- How the wrong Social Security decision can cost you money.
- How your current employment will affect benefits.
- How two little-known strategies could increase your family income and survivor benefits.
- Can you fix your Social Security election if you made a mistake?
- How cost-of-living adjustments (COLAs) impact benefits.
Learn how all of your assets fit together with Social Security to fund your quality of life in retirement.
REGISTER HERE
