Learning Opportunities

Rajah Asset Management offers educational workshops and online educational tools to help you understand complex concepts such as Social Security, Planning for Income in Retirement, and College Financial Planning. Below is a calendar of upcoming events, as well as online resources:

Social Security Optimization

Understanding Social Security and how to make the most of this program can seem impossible to anyone first applying for their social security benefits. In many cases, the complexity of this program drives people to choose the easiest option for receiving their benefits - meaning they may be overlooking additional money they are entitled to.

Join us for our Social Security Optimization workshop to learn more about hidden Social Security benefits you may not realize. Call 616-984-6050 for upcoming dates and times.

Retirement Income Planning

One of the biggest challenges in retirement is making your “nest egg” last for an unknown amount of time. Creating retirement income - that you can’t outlive! - is a critical piece of your retirement planning. Join us for our NextPhase workshop to learn how you can create a custom plan for your retirement income. Call 616-984-6050 for upcoming dates and times.

Planning for College

Applying to college can be exhausting both mentally and physically. Add to this process the pressure of paying for college tuition, and the process can change from being an exciting adventure to a serious point of stress.

Whether you are just starting a family or your child is in high school, Rajah Asset Management has options to help you prepare for the challenge of paying for college. Call 616-984-6050 to learn more about your options or attend an upcoming College Financial Planning Workshop.

 
 

Check the background of this firm on FINRA's BrokerCheck.

Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc. Rajah Asset Management, Rajah Insurance Design, and Securities America are different entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.