Financial Planning Workshops

We’re passionate about what we do and love to share our insight. Get some on-demand financial advice by watching a replay or registering for our next workshop.

Register for Our Next Virtual Workshop

Savvy Social Security

In the ‘Savvy Social Security’ workshop, Patriot Advisory partner, David Ocasio, provides a comprehensive guide to navigating the Social Security process. Discover strategies to maximize your benefits, avoid common mistakes, and plan confidently for a secure retirement.

Get Customized Social Security Report

THE FIRST STEP

Ready to Get Started?

Schedule a call to receive a custom Social Security Optimization report. While we're committed to offering you good direction, there's no commitment on your part.
SCHEDULE A CONVERSATION
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