Broker Check

Events

Upcoming Events

November 17, 2026

12:00p - 1:00p

Webinar (link available with registration)

Social Security: Getting the Most Out of Your Benefits

Join financial educator Fran Dougherty for an informative presentation on Social Security claiming strategies and retirement income planning. This seminar explores key topics including: Retirement benefits; Spousal and survivor benefits; Divorce considerations; Taxation of benefits, and; Strategies designed to help maximize lifetime Social Security income.  Based on the presentation content, attendees will gain a better understanding of how claiming decisions can impact their long-term retirement plans and financial security.  Whether you're approaching retirement, already receiving benefits, or helping a family member navigate their options, this session offers valuable insights and practical guidance. Feel free to invite friends, family members, and loved ones who may also benefit from this important educational discussion.

Past Events

September 15, 2026

12:00p - 1:00p

Microsoft Teams

Watch Replay - Clear the Air on Long-Term Care

Schappell Financial Group is not owned or operated by Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN). This presentation is being sponsored in part by Global Atlantic Distributors, LLC.  Patrick Scanlon is solely responsible for the content of his presentation. Equitable Advisors, LLC and its affiliates are not affiliated with Global Atlantic Distributors, LLC.   PPG-9093229.1(08/26)(exp.08/30)

Event Registration

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