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Avoid Making Mistakes On Your Social Security and Medicare Planning!

Attend one of our FREE Social Security and Medicare Benefits classes to learn the do`s and don`ts of these benefits:

  • Hosted by the Modesto CA AFEA Chapter (Tom Thorson, Pres.).
  • Please click on the link below or call the local registration line.
  • Registration Number: 888-466-3995
  • American Financial Education Alliance (AFEA) is a 501(c)(3) non-profit organization. AFEA’s mission is to empower Americans to take control of their finances by providing local communities with unbiased financial education.

Social Security/Medicare: A, B, C, D's 

Join us for a FREE Adult Education Workshop. Tom Thorson from AFEA's Modesto, CA Chapter will present FREE educational workshops covering some of the most releveant and challenging financial topics American face today. BOTH TOPICS IN ONE SESSION. Save the date on your calendar. You will be able to register using the link below 30 days prior, so please revisit our website after March 30th, 2023 to register for one of our next classes. 

Social Security Benefits and Medicare: The A, B, C, D's FREE workshop

Modesto Junior College East Campus 435 College Ave Modesto, CA 95350 

Thursday, June 22, 2023 6pm-8pm

or 

Tuesday, June 27. 2023 6pm-8pm


Our Services:

Succession Planning

We create strategies that are tailored to your needs and goals.

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Estate Planning

Years of experience have prepared us to guide you through your life transitions.

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Investments

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Income Taxes

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.
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What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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Six Surprising Facts About Retirement Confidence

Six Surprising Facts About Retirement Confidence

This attention-grabbing infographic covers retirement topics you may not have considered.
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Financial Planning Classes

Financial Planning Classes

Be sure to take advantage of our Resources webpage that offers a wealth of information in the form of newsletter articles, calculators, and research reports. Contact us today for more information!

Thorson Financial Estate Management, Inc.

Thorson Financial Estate Management, Inc. specializes in working with retirees and those preparing to retire by customizing your financial life in four primary categories. Those are: Investment management, tax planning, long term care risk management and Estate Planning.

We do this for the purpose of maintaining your quality of life in retirement and ultimately leaving your resources to the people and organizations you care most about. In short, we provide professional guidance for living on and passing on your resources.

Additionally, we head up the Modesto Chapter (4394) of the American Financial Education Alliance (AFEA). It is our pleasure to serve our local communities and share information on how AFEA is working to provide people of all walks of life information, education and experience about enhancing how they understand and manage their finances. As an IRS approved, 501C3, non-profit organization, our mission is to empower Stanislaus and San Joaquin Counties to take control of their finances by providing unbiased financial education. We encourage you to visit the AFEA Modesto Chapter website at https://myafea.org/chapters/modestoca to learn more about the classes we offer throughout the year.

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