Social Security and Income Planning
- NEW SOCIAL SECURITY LAW- what you can still do before May 2016
- Did you know there are over 500 irrevocable ways for a married couple to collect SS?
- Avoid the most common filing mistakes
- Find more benefits you didn't realize you were eligible for
- Increase lifetime benefits by tens of thousands of dollars
- Strategies to reduce Social Security taxes
- How to maximize ex, current and deceased spousal benefits
- Retirement income sources: pros and cons
- How to ensure life-long income
- Q and A opportunity with Social Security expert
Taught by Jo-Ann Holst Certified Financial Planner™
Free Handouts and complimentary Snacks. RSVP 720-287-5880
Social Security and Income Planning
Date and Time
Saturday Mar 19, 2016
10:00 AM - 11:30 AM MDT
March 19 10:00 to 11:30am
Location
At the 1st Bank of Belmar- 550 S Wadsworth Blvd Lakewood CO 80226
Fees/Admission
Free Handouts and complimentary Snacks.
Website
Contact Information
RSVP 720-287-5880 or Pat Frederiksen 303-919-1020
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