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.
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!


