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PRODID:-//Rose Retirement Financial Services - ECPv6.16.3//NONSGML v1.0//EN
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X-WR-CALNAME:Rose Retirement Financial Services
X-ORIGINAL-URL:https://roseretirement.com
X-WR-CALDESC:Events for Rose Retirement Financial Services
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DTSTART:20230101T000000
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BEGIN:VEVENT
DTSTART;TZID=UTC:20240516T180000
DTEND;TZID=UTC:20240516T200000
DTSTAMP:20260609T160216
CREATED:20240418T192900Z
LAST-MODIFIED:20240418T192939Z
UID:101787-1715882400-1715889600@roseretirement.com
SUMMARY:Social Security: Know Your Options C.O.F.E
DESCRIPTION:SOCIAL SECURITY – KNOW YOUR OPTIONS \nMaximize Your Benefit!  Minimize Your Taxes! \nEducate yourself and know your options BEFORE filing for Social Security benefits… the wrong choices could cost you more than $100\,000 over the course of your retirement! This class will teach you important rules\, options\, and strategies that could maximize your benefit and minimize your taxes. \nAs you approach retirement\, deciding when and how to claim your Social Security benefits – two of the most important decisions you’ll need to make – can be confusing and even overwhelming. Applying for Social Security as soon as you become eligible at age 62 may seem like an attractive idea\, but by doing so\, you could significantly and permanently reduce your income and benefits for the rest of your life. Because of current Social Security filing rules\, you literally have one shot at making the right decision for yourself\, based on your own unique financial circumstances. \nThis class will help you gain a clearer understanding of your options and which strategies you should consider BEFORE filing for Social Security benefits. \nIt will also teach you how to take an important aerial view of your retirement plan\, by exploring how Social Security works in coordination with your other retirement assets. \nSome of the Questions We’ll Answer: \n\nHow much lifetime income do I stand to lose by filing for Social Security at the wrong time?\nHow can I get the largest benefit while paying the least amount of taxes?\nWhat options are most beneficial to married couples\, according to current Social Security rules?\nIs Social security still going to be around when I need it?\nShould I consider delaying the start of my Social Security benefits? What is the right choice for me?\nWhich rules and regulations must I understand before deciding when to when to start my benefits?\nHow are my benefits affected if I’m still working?\nHow will my Social Security income work together with my IRA/401(k) and other income sources to provide the most secure retirement possible?\nIf I’ve already filed for benefits\, can I make a change?\n\nREGISTER TODAY AND GET TO KNOW YOUR OPTIONS! \nSocial Security – Know Your Options\nIn Person Workshop\nCourse Code: sjmty516 \nThis Course is offered FREE of Charge\nBut – Space is Limited and \nAdvance Registration is Required \nTo Register –\nRegister on-line now https://jmerkel.cofe-edu.org/events/social-security-know-your-options-13/ ! or \nRegister by phone     877-892-7088    (lines open 24/7)
URL:https://roseretirement.com/event/social-security-know-your-options-c-o-f-e/
LOCATION:Plaza Tower\, 110 N. College Ave\, Tyler\, TX\, 75702\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20240514T180000
DTEND;TZID=UTC:20240514T200000
DTSTAMP:20260609T160216
CREATED:20240418T193218Z
LAST-MODIFIED:20240418T193218Z
UID:101789-1715709600-1715716800@roseretirement.com
SUMMARY:C.O.F.E SOCIAL SECURITY: KNOW YOUR OPTIONS CLASS
DESCRIPTION:Educate yourself and know your options BEFORE filing for Social Security benefits\, the wrong choices could cost you more than $100\,000 over the course of your retirement. Join us as we host our non-profit educational class: \n\nLearn important RULES that affect WHEN and HOW you file your benefits\nLearn OPTIONS that can MAXIMIZE YOUR BENEFITS\nLearn HOW to MINIMIZE TAXES on your Social Security\nLearn STRATEGIES for COORDINATING SOCIAL SECURITY with other retirement income.\n\nThis course will help you gain a clearer understanding of the options you have and which strategies you should consider before filing for Social Security benefits. It will also teach you how to take an important aerial view of your retirement plan\, by exploring how Social Security works in coordination with your retirement assets.
URL:https://roseretirement.com/event/c-o-f-e-social-security-know-your-options-class-4/
LOCATION:Plaza Tower\, 110 N. College Ave\, Tyler\, TX\, 75702\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20240426T080000
DTEND;TZID=UTC:20240426T100000
DTSTAMP:20260609T160216
CREATED:20240320T213635Z
LAST-MODIFIED:20240320T213635Z
UID:101759-1714118400-1714125600@roseretirement.com
SUMMARY:Rose Retirement's Coffee Cruise-In benefitting the House Of Hope
DESCRIPTION:Join us for a morning of community and support at Rose Retirement Financial Services’ Coffee Cruise-In on April 26th from 8am to 10am at 305 W. Loop 281 Longview\, Tx 75662. As we come together\, we will feature a raffle for a miniature helmet autographed by Nascar Legends Dale Earnhardt Jr\, Chase Elliot\, Kasey Kahne\, and Jimmi Jonhson\, adding excitement to our gathering. Notably\, all registrants will receive a free entry into the mini helmet raffle. In addition\, we will host a 50/50 raffle\, with all proceeds from the event dedicated to benefiting the House of Hope Shelter for women and children\, furthering our commitment to giving back to the community. \nRegistration for the event is free\, allowing all to participate in this meaningful cause. As a token of appreciation\, attendees will also have the chance to win door prizes generously provided by our event sponsors ProGlow\, Day Motorsports\, Lone Star Super Gas\, and Papacitas\, enriching the experience for all who join us. We look forward to sharing this special morning with you and contributing to a cause that truly makes a difference. \nThe organization we are helping is House Of Hope: \nhttps://ahopeforwomen.org/ \nThe event registration form is: \nhttps://forms.gle/Gb1TbUyoMHqZ1Lqs5 \nThis is the Facebook Event Link \nhttps://fb.me/e/8Eck2iafi \n  \nSponsors Social Media Links \nhttps://www.facebook.com/papacitaslongview/  \nhttps://www.facebook.com/DayMotorsports/ \nhttps://www.facebook.com/proglowproducts/ \nhttps://www.facebook.com/LoneStarSuperGas/  \n 
URL:https://roseretirement.com/event/rose-retirements-coffee-cruise-in-benefitting-the-house-of-hope/
LOCATION:Rose Retirement Financial Services\, 305 W Loop 281\, Suite 101\, Longview\, TX\, 75605\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20240418T180000
DTEND;TZID=UTC:20240418T200000
DTSTAMP:20260609T160216
CREATED:20240322T190800Z
LAST-MODIFIED:20240322T190800Z
UID:101776-1713463200-1713470400@roseretirement.com
SUMMARY:C.O.F.E SOCIAL SECURITY: KNOW YOUR OPTIONS CLASS
DESCRIPTION:Educate yourself and know your options BEFORE filing for Social Security benefits\, the wrong choices could cost you more than $100\,000 over the course of your retirement. Join us as we host our non-profit educational class: \n\nLearn important RULES that affect WHEN and HOW you file your benefits\nLearn OPTIONS that can MAXIMIZE YOUR BENEFITS\nLearn HOW to MINIMIZE TAXES on your Social Security\nLearn STRATEGIES for COORDINATING SOCIAL SECURITY with other retirement income.\n\nThis course will help you gain a clearer understanding of the options you have and which strategies you should consider before filing for Social Security benefits. It will also teach you how to take an important aerial view of your retirement plan\, by exploring how Social Security works in coordination with your retirement assets. \nRegister Here
URL:https://roseretirement.com/event/c-o-f-e-social-security-know-your-options-class-3/
LOCATION:TX
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20240417T180000
DTEND;TZID=UTC:20240417T200000
DTSTAMP:20260609T160216
CREATED:20240311T171818Z
LAST-MODIFIED:20240311T171818Z
UID:101756-1713376800-1713384000@roseretirement.com
SUMMARY:Retirement 101: The Basics and Beyond
DESCRIPTION:Don’t miss our upcoming Educational Seminar at our Longview Classroom \nJoin us for an insightful evening as John Merkell\, CEO of Rose Retirement Financial Services and a Certified Counsel of Financial Educators Instructor\, shares his expertise on retirement planning. \n Learn about the effects of taxes on retirement and how to minimize their impact.\n Discover the best strategies for couples to optimize their social security benefits.\n Find out how to protect your hard-earned retirement savings from inflation.\n Uncover the benefits of Roth conversions and how they can work for you.\nPLUS A Special Q&A Session with John Merkel!\nWhether you’re nearing retirement or just starting out on your financial journey\, this seminar will provide valuable insights and strategies to help you secure your financial future. \nMark your calendars and invite your friends and family! This is an event you don’t want to miss! \nWho should attend?\nPeople who are nearing or at retirement age looking to learn about their social security\, retirement plans\, and the effect of taxes on their income.\nHow much does it cost?\nIt is FREE to attend our classes\, as well as to consult with an advisor. There is nothing to purchase\, however we do give away swag gifts to promote our business.\nCan I bring a guest?\nABSOLUTELY! And tell your friends too…you just HAVE to register. Our space is limited and we like to keep classes small so we can provide personal attention to each attendee and address any questions or concerns that may be specific to your needs.
URL:https://roseretirement.com/event/retirement-101-the-basics-and-beyond-2/
LOCATION:Rose Retirement Financial Services\, 305 W Loop 281\, Suite 101\, Longview\, TX\, 75605\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20240416T180000
DTEND;TZID=UTC:20240416T200000
DTSTAMP:20260609T160216
CREATED:20240322T190310Z
LAST-MODIFIED:20240322T190310Z
UID:101774-1713290400-1713297600@roseretirement.com
SUMMARY:C.O.F.E SOCIAL SECURITY: KNOW YOUR OPTIONS CLASS
DESCRIPTION:Educate yourself and know your options BEFORE filing for Social Security benefits\, the wrong choices could cost you more than $100\,000 over the course of your retirement. Join us as we host our non-profit educational class: \n\nLearn important RULES that affect WHEN and HOW you file your benefits\nLearn OPTIONS that can MAXIMIZE YOUR BENEFITS\nLearn HOW to MINIMIZE TAXES on your Social Security\nLearn STRATEGIES for COORDINATING SOCIAL SECURITY with other retirement income. \nThis course will help you gain a clearer understanding of the options you have and which strategies you should consider before filing for Social Security benefits. It will also teach you how to take an important aerial view of your retirement plan\, by exploring how Social Security works in coordination with your retirement assets.\n\nRegister Here
URL:https://roseretirement.com/event/c-o-f-e-social-security-know-your-options-class-2/
LOCATION:Plaza Tower\, 110 N. College Ave\, Tyler\, TX\, 75702\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20240409T180000
DTEND;TZID=UTC:20240409T200000
DTSTAMP:20260609T160216
CREATED:20240322T185729Z
LAST-MODIFIED:20240322T185729Z
UID:101771-1712685600-1712692800@roseretirement.com
SUMMARY:C.O.F.E SOCIAL SECURITY: KNOW YOUR OPTIONS CLASS
DESCRIPTION:Register Here \nEducate yourself and know your options BEFORE filing for Social Security benefits\, the wrong choices could cost you more than $100\,000 over the course of your retirement. Join us as we host our non-profit educational class: \n\nLearn important RULES that affect WHEN and HOW you file your benefits\nLearn OPTIONS that can MAXIMIZE YOUR BENEFITS\nLearn HOW to MINIMIZE TAXES on your Social Security\nLearn STRATEGIES for COORDINATING SOCIAL SECURITY with other retirement income.\n\nThis course will help you gain a clearer understanding of the options you have and which strategies you should consider before filing for Social Security
URL:https://roseretirement.com/event/c-o-f-e-social-security-know-your-options-class/
LOCATION:Plaza Tower\, 110 N. College Ave\, Tyler\, TX\, 75702\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20240328T180000
DTEND;TZID=UTC:20240328T200000
DTSTAMP:20260609T160216
CREATED:20240311T164410Z
LAST-MODIFIED:20240311T164410Z
UID:101752-1711648800-1711656000@roseretirement.com
SUMMARY:Dinner Experience at Dakota's
DESCRIPTION:You are invited to attend a Complimentary Dinner Event at Dakota’s Steak and Chop House. We are\nexpecting a capacity audience\, so please guarantee your reservations today by calling (800) 898-3572\nand giving the RSVP Code below or make your safe and secure reservation online at RSVP.org/460031 \nTopics to cover:\n• Tax Alert: Are your retirement accounts infected with taxes?\n• Inflation: Will the rising cost of goods and services impact my spending money?\n• Roth Conversions: Does it make sense for me and my family?\n• Retirement Income: What can I do now so that I won’t outlive my money?\n• Volatile Markets: How do I protect myself during an unstable market?\n• Recession: How can I plan now for future economic downturns? \nNot affiliated with or approved\, endorsed\, or authorized by the Social Security Administration or any other government agency. Event(s) not sponsored nor endorsed by the\nrestaurant. The views\, information\, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the restaurant\nand its employees. \nTHE KEY TO RETIRING IN TODAY’S ECONOMY\nDISCOVER HOW MARKET VOLATILITY\, INCREASING TAXES\, INFLATION\,\nAND GOVERNMENT SPENDING MAY REDUCE YOUR RETIREMENT\nSAVINGS AND INVESTMENTS IF YOU’RE NOT PREPARED \n4803 Old Bullard Rd.\, Suite 101
URL:https://roseretirement.com/event/dinner-experience-at-dakotas-2/
LOCATION:Dakotas\, 4803 Old Bullard Road Suite 101\, Tyler\, TX\, 75703\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20240326T180000
DTEND;TZID=UTC:20240326T200000
DTSTAMP:20260609T160216
CREATED:20240311T164118Z
LAST-MODIFIED:20240311T164118Z
UID:101750-1711476000-1711483200@roseretirement.com
SUMMARY:Dinner Experience At Dakotas
DESCRIPTION:You are invited to attend a Complimentary Dinner Event at Dakota’s Steak and Chop House. We are\nexpecting a capacity audience\, so please guarantee your reservations today by calling (800) 898-3572\nand giving the RSVP Code below or make your safe and secure reservation online at RSVP.org/460031 \nTopics to cover:\n• Tax Alert: Are your retirement accounts infected with taxes?\n• Inflation: Will the rising cost of goods and services impact my spending money?\n• Roth Conversions: Does it make sense for me and my family?\n• Retirement Income: What can I do now so that I won’t outlive my money?\n• Volatile Markets: How do I protect myself during an unstable market?\n• Recession: How can I plan now for future economic downturns? \nNot affiliated with or approved\, endorsed\, or authorized by the Social Security Administration or any other government agency. Event(s) not sponsored nor endorsed by the\nrestaurant. The views\, information\, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the restaurant\nand its employees. \nTHE KEY TO RETIRING IN TODAY’S ECONOMY\nDISCOVER HOW MARKET VOLATILITY\, INCREASING TAXES\, INFLATION\,\nAND GOVERNMENT SPENDING MAY REDUCE YOUR RETIREMENT\nSAVINGS AND INVESTMENTS IF YOU’RE NOT PREPARED \n4803 Old Bullard Rd.\, Suite 101
URL:https://roseretirement.com/event/dinner-experience-at-dakotas/
LOCATION:Dakotas\, 4803 Old Bullard Road Suite 101\, Tyler\, TX\, 75703\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20240320T180000
DTEND;TZID=UTC:20240320T200000
DTSTAMP:20260609T160216
CREATED:20240311T171400Z
LAST-MODIFIED:20240311T171556Z
UID:101754-1710957600-1710964800@roseretirement.com
SUMMARY:"Retirement 101: The Basics and Beyond."
DESCRIPTION:Don’t miss our upcoming Educational Seminar at our Longview Classroom \nJoin us for an insightful evening as John Merkell\, CEO of Rose Retirement Financial Services and a Certified Counsel of Financial Educators Instructor\, shares his expertise on retirement planning. \n Learn about the effects of taxes on retirement and how to minimize their impact.\n Discover the best strategies for couples to optimize their social security benefits.\n Find out how to protect your hard-earned retirement savings from inflation.\n Uncover the benefits of Roth conversions and how they can work for you.\nPLUS A Special Q&A Session with John Merkel!\nWhether you’re nearing retirement or just starting out on your financial journey\, this seminar will provide valuable insights and strategies to help you secure your financial future. \nMark your calendars and invite your friends and family! This is an event you don’t want to miss! \nWho should attend?\nPeople who are nearing or at retirement age looking to learn about their social security\, retirement plans\, and the effect of taxes on their income.\nHow much does it cost?\nIt is FREE to attend our classes\, as well as to consult with an advisor. There is nothing to purchase\, however we do give away swag gifts to promote our business.\nCan I bring a guest?\nABSOLUTELY! And tell your friends too…you just HAVE to register. Our space is limited and we like to keep classes small so we can provide personal attention to each attendee and address any questions or concerns that may be specific to your needs.
URL:https://roseretirement.com/event/retirement-101-the-basics-and-beyond/
LOCATION:Rose Retirement Financial Services\, 305 W Loop 281\, Suite 101\, Longview\, TX\, 75605\, United States
END:VEVENT
END:VCALENDAR