Educational Events


Knowledge Without the Sales Pitch

Workshops for Every Financial Journey

BFS Platinum’s seminars are built to empower, not sell. Our in-person events focus on real financial education, with plain-language workshops led by seasoned local experts. Leave your checkbook at home and bring your questions—these sessions are designed to give you tools, resources, and confidence to make better decisions.

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UPCOMING SESSIONS

MAXIMIZING SOCIAL SECURITY INCOME

Sign up here: Link


Location information:

Shaker Heights Public Library
16500 Van Aken Blvd.
Cleveland, OH 44120


Dates and Times:

Monday, August 10, 2026 - 6:00pm ‐ 7:15pm

Tuesday, August 11, 2026 - 11:00am - 12:15pm

Wednesday, August 12, 2026 - 6:00pm ‐ 7:15pm



For more information, please use the above link, or reach out to us at 888-237-3127 or info@bfs-team.com

  • More events are on the way! Check back soon for more information.

Upcoming Events


August 10th, 11th, 12th Cleveland, OH

Maximizing Social Security Income


August 25th, 27th, 29th Lenox, MA

Maximizing Social Security Income


Danbury, CT TBA

Enfield, CT TBA

Nashua, NH TBA

Atlanta, GA TBA

San Diego, CA TBA

Palm City Beach, FL TBA


Coming Soon... Workshops on these topics and more:


  • Maximizing Your Social Security Income
  • Long-term Care
  • Tax-Free Retirement Income
  • Advanced Tax Strategies
  • BFS Navigator
  • Educational Events
  • Specialized Strategies
  • More...


Keep your eyes on this space as we announce upcoming workshops and webinars!