Social Security Seminar
Strategies Baby Boomers Need to Know to Maximize Retirement Income. You and a guest are invited to attend a special Social Security income planning event where you will learn strategies and techniques that could improve your retirement income stream for life. During this educational workshop you will learn: *Common misconceptions about Social Security- including what Social Security personnel can and cannot do. *Timing is everything! Learn how to properly coordinate Social Security benefits with your spouse and other sources of retirement income. *How Public Pension income affects Social Security benefits. *How you can optimize your benefits with techniques the Social Security office wont tell you about. *Strategies that may minimize or eliminate taxes on your Social Security benefits. *How to incorporate Social Security into your Income Distribution strategy. Cannot make the event? We set aside time each week for personalized consultations with a Certified Financial Planner. Simply call our office to schedule a time that works for you.
Date and Time
Monday Oct 19, 2015
6:00 PM - 8:00 PM EDT
October 19, 2015 6:00-8:00 PM
Location
The Falls Restaurant Clifty Falls State Park 1314 Clifty Hollow Rd Madison, IN 47250
Contact Information
Investment Answers Client Relations Desk
502-690-3434
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