IN-PERSON RETIREMENT EDUCATION
Retirement Workshops Near You
Join Modern Edge Capital for an in-person educational workshop. See the upcoming Social Security and retirement tax event below, then reserve your place through the event page.
Upcoming In-Person Workshop
Explore the event topic, date, location and registration details below.
SOCIAL SECURITY & RETIREMENT TAXES
Maximizing Your Social Security Benefits and Minimizing Your Taxes
Learn how claiming choices, potential benefit taxation and other retirement income sources can fit together. The presentation also explores questions couples may want to consider and how tax rules can affect retirement planning.
Tuesday, October 6, 2026 • 6:00 PM
Nova Southeastern University, Palm Beach Campus
11501 N Military Trail, Palm Beach Gardens, FL 33410
What You’ll Explore at the Workshop
✓ How Social Security claiming choices can affect a couple’s retirement income.
✓ When Social Security benefits may be subject to federal income tax.
✓ How other retirement income sources can interact with Social Security planning.
✓ Which tax and benefit questions to review before making a claiming decision.
More workshop dates will appear here
This event gallery can grow as new dates are confirmed. Check back for additional in-person opportunities.
Frequently Asked Questions
Here are the answers to common questions about our in-person retirement workshops.
Modern Edge Capital LLC provides retirement education, insurance and consulting services. We help people understand how retirement income, taxes and risk can fit into a broader plan.
The in-person workshops are complimentary. Please register through the event page so the organizers can plan for attendance. There is no obligation to purchase a product or service.
Modern Edge Capital LLC is a separate and unaffiliated entity from Simplicity Wealth, LLC, through which investment advisory and financial planning services are offered. The workshops are held at local venues and University Campuses. Use of the venue does not imply that the university sponsors or endorses the presentation. Modern Edge Capital is not affiliated with the Social Security Administration, the IRS or any government agency.
The workshops are presented by Modern Edge Capital’s retirement education team. The event page will identify any additional presenters for a particular workshop.
No. The workshop is designed to explain planning questions and trade-offs in an educational setting. You are welcome to ask questions and take the information home. If you would like to discuss your own situation afterward, an introductory meeting is optional.
Want to start with a personal conversation?
If a workshop date does not fit your schedule, you can request a complimentary introductory meeting to discuss your retirement questions.
Workshops are educational and do not provide individualized investment, insurance, tax or legal advice. Attendance does not obligate you to purchase any product or service.
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. Insurance, consulting and education services are offered through Modern Edge Capital LLC, a separate and unaffiliated entity.
© Modern Edge Capital LLC. Proprietary educational content. Please do not reproduce or redistribute without written permission.