Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Resources for Businesses My BBB
Share
Business Profile

Educational Consultant

Social Security 567 and Taxes In Retirement 567

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Educational Consultant.

Reviews

Customer Review Ratings

3

Average of 2 Customer Reviews

Want to share your experience?

Leave a Review

Review Details

  • Cindy S

    Date: 02/25/2024

    I signed up for the *********** ** 2/12/24 seminar. I was unable to make it due to a last minute doctor ************ so I cancelled via phone. Two days later, I got an email reminding me of the seminar. Two days after, I received a phone call from some financial firm referencing my attendance at the seminar and I have had at least four different financial firms email me. All this and I wasn't even there! What happened to not selling anything and only information provided? My contact information was distributed to who know how many financial investment firms before the seminar even took place.

  • Barbara P

    Date: 06/23/2023

    My husband and I attended the presentation in ******** yesterday and it was informative, precise, and seemed to have our best interest at heart. Just the example of taking $1,000 out of an *** at the wrong time, turning into a $400 increase in taxes owed was eye-opening enough for **! ***** did a great job!

Social Security 567 and Taxes In Retirement 567 is NOT a BBB Accredited Business.

To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

Why choose a BBB Accredited Business?

BBB Business Profiles may not be reproduced for sales or promotional purposes.

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

BBB Business Profiles generally cover a three-year reporting period, except for customer reviews. Customer reviews posted prior to July 5, 2024, will no longer be published when they reach three years from their submission date. Customer reviews posted on/after July 5, 2024, will be published indefinitely unless otherwise voluntarily retracted by the user who submitted the content, or BBB no longer believes the review is authentic. BBB Business Profiles are subject to change at any time. If you choose to do business with this company, please let them know that you checked their record with BBB.

As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.