One of our top priorities at Venn Financial Solutions is to serve both the general public and our valued clients by sharing rich educational resources through our events. Whether you’re a seasoned investor or just getting started with saving and investing, we’re dedicated to sharing our experience and expertise with you.

Our Events

My-Social-Security-Strategy-Color-500x5001

Claiming your Social Security benefits is one of the most important retirement choices you will ever make. However, it may surprise you to learn that 77% of financial professionals have do not talk to their clients about strategies to maximize the benefits their clients will receive from Social Security. Making matters worse, the Social Security Administration prohibits their employees from giving detailed claiming advice. Because some very simple planning can increase your benefit by 67% we have dedicated ourselves to educating our clients about this important decision.

World-Tradeoffs

In this powerful presentation, we drill deep on the three main categories of investing and show positives and negatives of each one. What you’ll learn is the regardless of where you put chose to put your hard earned dollars there is a compromise to make in every investment. The question is, what are you willing to give up?