SCHULTZ RETIREMENT SOLUTIONS
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Educational Retirement Events

Join us for no-cost, educational workshops that cover important parts of retirement. Our aim is to simplify complex topics, answer your questions, and help you feel more confident about the decisions ahead.

Social Security workshops Medicare workshops Time for general Q&A

Medicare Workshop

Date: Tuesday, September 1st, 2026

Location: Warren Country Inn – 56575 Columbia River Hwy

Time: 5:30 PM

In this no-cost, educational session, we’ll walk through how the Medicare program works and what to know before signing up:

  • ✔ How and when to enroll in Parts A & B
  • ✔ The differences between Parts C and D
  • ✔ Common areas of confusion and how to avoid them
  • ✔ Answers to your general Medicare questions

You’ll leave with a clearer understanding of what Medicare is, how the different parts work, and what to consider when approaching eligibility.

☕ Light breakfast and coffee provided

*Walk-ins welcome – registration is optional*

    RSVP for this event

RSVP
View Our Social Security Workshop
View Our Medicare Workshop
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​This material has been provided by a licensed insurance professional for informational and educational purposes only and is not affiliated with Medicare or any other government agency.  Currently we represent 12 organizations which offer over 30 products in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Availability of benefits and plans varies by carrier and location. ​This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.

Social Security Workshop

Date: Wednesday, September 2nd, 2026

Location: Warren Country Inn – 56575 Columbia River Hwy

Time: 5:30 PM

In this educational workshop, we’ll explain the program in clear, simple terms to help you make informed decisions:

  • ✔ When and how to file
  • ✔ How timing affects your benefit
  • ✔ Spousal and survivor rules
  • ✔ Common mistakes to avoid

We’ll take time to answer your questions and help you walk away feeling more confident and informed about your Social Security options.

☕ Light meal and coffee provided

*Walk-ins welcome – registration is optional*

    RSVP for this event

RSVP
View Our Social Security Workshop
View Our Medicare Workshop
Picture

Medicare Workshop

Date: Tuesday, August 4th, 2026

Location: Warren Country Inn – 56575 Columbia River Hwy

Time: 5:30 PM

In this no-cost, educational session, we’ll walk through how the Medicare program works and what to know before signing up:

  • ✔ How and when to enroll in Parts A & B
  • ✔ The differences between Parts C and D
  • ✔ Common areas of confusion and how to avoid them
  • ✔ Answers to your general Medicare questions

You’ll leave with a clearer understanding of what Medicare is, how the different parts work, and what to consider when approaching eligibility.

☕ Light breakfast and coffee provided

*Walk-ins welcome – registration is optional*

    RSVP for this event

RSVP
View Our Social Security Workshop
View Our Medicare Workshop
Picture

Medicare Advantage Plans are insured or covered by a Medicare Advantage organization with a Medicare contract and/or a Medicare-approved Part D sponsor. Enrollment in the plan depends on the plan’s contract renewal with Medicare. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Availability of benefits and plans varies by carrier and location. By contacting attending this event or contacting us, you will be connected with a licensed insurance agent. Please contact Medicare.gov or 1–800–MEDICARE, or your local State Health Insurance Program to get information on all your options. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Schultz Retirement Solutions is not connected to the Federal Medicare Program or any other government agency. Licensed Insurance Professional. Provided content is for overview and informational purposes only.

Social Security Workshop

Date: Wednesday, August 5th, 2026

Location: Warren Country Inn – 56575 Columbia River Hwy

Time: 5:30 PM

In this educational workshop, we’ll explain the program in clear, simple terms to help you make informed decisions:

  • ✔ When and how to file
  • ✔ How timing affects your benefit
  • ✔ Spousal and survivor rules
  • ✔ Common mistakes to avoid

We’ll take time to answer your questions and help you walk away feeling more confident and informed about your Social Security options.

☕ Light meal and coffee provided

*Walk-ins welcome – registration is optional*

    RSVP for this event

RSVP
View Our Social Security Workshop
View Our Medicare Workshop
Picture

The presenter, speaker and sponsor of this seminar as well as the information presented at the seminar are not related to, endorsed by, nor connected with and not approved by any government agency or organization. For information regarding your Social Security benefits, you are encouraged to speak to your local Social Security Administration office or visit the Social Security Administration website at www.ssa.gov. This material is provided courtesy of James Ryan/Schultz Retirement Solutions and contains general information to help you understand basic financial planning strategies. This presentation is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan or arrangement. Please note that Schultz Retirement Solutions and its representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
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Physical Address:
52461 Columbia River Highway
Scappoose, OR 97056​

Mailing Address:
PO Box 489
​Scappoose, OR 97056
Ph. 503.543.3844
Fx. 503.987.8809
Em. [email protected]
Investment advisory services offered through CreativeOne Wealth, LLC, an Investment Advisor. Schultz Retirement Solutions and CreativeOne Wealth, LLC are not affiliated. Licensed Insurance Professional. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. We do not provide tax or legal advice. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations). 

​CreativeOne Wealth Form CRS
CreativeOne Wealth Form ADV Part 2A
CreativeOne Wealth Privacy Policy
CreativeOne Securities Form CRS
CreativeOne Securities ADV Part 2A
CreativeOne Securities Privacy Policy
​

​17166 - 2017/11/27
  • Home
  • About
  • Medicare
  • Events
  • Contact
  • Resources
  • Services
  • When Income From Work Stops
  • What to do with 401(k)
  • From Saving to Living
  • RMD Guide