Topics to be covered:
-2017 Social Security updates
-How to maximize ex, current and deceased spousal benefits
-How taking your benefit early or late changes the amount
-Critical questions to ask the Social Security Office at your appointment
-Increase lifetime benefits by tens of thousands of dollars
-Strategies to reduce Social Security taxes
-Retirement income sources: pros and cons
-How to make retirement income last
-Income planning strategies for today's volatile market
-Q and A opportunity with Social Security expert
Why this class?
-Taught and developed by a Certified Financial Planner
-Six years of experience teaching Social Security Classes and nineteen years industry experience
-EDUCATION ONLY! No sales pitches, feedback is optional
-Comprehensive class covers broad range of Social Security topics
-Helpful handouts with Social Security facts and guidelines, 2016 tax limits, note-taking materials and more
-It's COMPLIMENTARY! Why? Because it's a great way for us to get known in the community as Financial Planners. Think of it like the best free sample you'll ever get!
How to register:
visit our website www.joannholstadvisers.com
Or call 720-287-5880
Or Email firstname.lastname@example.org
Space is limited for easier Q & A, please RSVP. Reservations will be honored on a first-come, first-served basis. Planning and note taking materials will be provided.