Social Security and Income Planning - Public Education Class

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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

Or call 720-287-5880

Or Email

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.


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