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Educational Mission
We provide high-quality financial education to help students understand their finances and make better financial decisions for their retirement.
The Dodd-Frank Act, which fundamentally changed Wall Street, formed a commission to better understand the level of financial literacy among American Consumers. The commission’s findings showed a startling lack of understanding of financial concepts and strongly suggested financial literacy education for adults.
The Educational Courses we offer were developed specifically to educate students about financial terms, concepts, and strategies in a classroom setting, giving them the tools they need to make smart decisions about their financial future. Each of the courses is presented in an easy-to-understand format and covers all the bases to help you plan for your retirement. We teach courses all through the year, so be sure to check the Upcoming Events page often for our current schedule.
Educational Course Offerings
Social Security, Medicare & Taxes In Retirement
This course will provide you with much-needed information to help you better understand Social Security and Medicare and will help you to determine the best options for your own situation. You will learn how and when to properly file for your Social Security benefits, as well as how to coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. You will also learn about the different parts of Medicare, what it covers and does not cover, and how the upcoming changes to Medicare will affect you.
Come and learn more at this complimentary workshop. This educational event will cover the basics of Social Security and Medicare and reveal the latest strategies for maximizing your benefits.
- Maximizing Your Social Security Benefits
- Medicare Choices
- Taxes In Retirement
- Pension & 401K Decisions “What do I do with it?”
Events in May–August 2024
May 21, 2024 (1 event)
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May 21, 2024Where: Lancaster Bible College
901 Eden Road, Lancaster, PA 17601Guarantee Your Reservation By Calling Today!
(833) 366-1198 (Toll-Free, 24 Hours) Or Register HereMay 23, 2024 (1 event)
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May 23, 2024Where: Lancaster Bible College
901 Eden Road, Lancaster, PA 17601Guarantee Your Reservation By Calling Today!
(833) 366-1198 (Toll-Free, 24 Hours) Or Register HereJune 18, 2024 (1 event)
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June 18, 2024Where: Iron Valley Golf Club - Miner's Pub Restaurant
201 Iron Valley Dr, Lebanon, PA 17042Guarantee Your Reservation By Filling Out The Form On This Page.
June 20, 2024 (1 event)
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June 20, 2024Where: Iron Valley Golf Club - Miner's Pub Restaurant
201 Iron Valley Dr, Lebanon, PA 17042Guarantee Your Reservation By Filling Out The Form On This Page.
July 15, 2024 (1 event)
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July 15, 2024Where: Fire and Ice Smokehouse and Creamery
3417 Peters Mountain Road, Halifax, PA 17032Guarantee Your Reservation By Filling Out The Form On This Page.
July 22, 2024 (1 event)
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July 22, 2024Where: Fire and Ice Smokehouse and Creamery
3417 Peters Mountain Road, Halifax, PA 17032Guarantee Your Reservation By Filling Out The Form On This Page.
RESERVE YOUR SPOT!
Upcoming Events
Events that 1st Choice Financial Services will be hosting, speaking at, or in attendance of.
Events in May 2024
Webinars
Events in May 2024
May 21, 2024 (1 event)
May 21, 2024Discover what you can do to help reduce your future taxation and protect the longevity of your retirement income. This webinar will cover:
- The effect the 2023 tax changes could have on your retirement plan
- Possible increasing tax risk in the future and what that means for your retirement
- Potential impact of taxes on retirement income through increased taxes, reduced deductions and higher-than-expected brackets
- Strategies for mitigating tax risk in retirement through tax diversification
- The six fundamental planning considerations and how they apply now and in retirement
Click HERE To Register For This Webinar.
May 23, 2024 (1 event)
May 23, 2024Discover what you can do to help reduce your future taxation and protect the longevity of your retirement income. This webinar will cover:
- The effect the 2023 tax changes could have on your retirement plan
- Possible increasing tax risk in the future and what that means for your retirement
- Potential impact of taxes on retirement income through increased taxes, reduced deductions and higher-than-expected brackets
- Strategies for mitigating tax risk in retirement through tax diversification
- The six fundamental planning considerations and how they apply now and in retirement
Click HERE To Register For This Webinar.