Social Security Strategies Virtual Seminar

Date and Time

Wednesday Jun 17, 2020
6:30 PM - 9:00 PM PDT

Location

https://vonborstel.com/events/social-security-strategies-virtual-seminar/

Website

Contact Information

Von Borstel and Associates
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Description

Get Answers to Critical Questions about Your Social Security Benefits, Retirement Income, and Financial Planning Issues.

Attend this virtual seminar from the comfort of your own home!
Limited virtual space is available, so sign up now!

Attend this upcoming virtual seminar to learn about the many issues that can dramatically impact your Social Security, retirement, and estate planning decisions. In addition to answering your questions about Social Security benefits and options, the session will explore specific strategies to help you gain maximum retirement income and minimize your tax burden.

Learn how to:

Determine your break-even point
The differences between regular and spousal benefits
Whether you should delay benefits
How to integrate your Social Security benefits into a sound financial plan
And MORE

Your instructors will provide objective answers to these and any other questions or concerns you have regarding Social Security benefits, retirement, and wealth transfer issues.

Will Social Security be solvent through my retirement years?
When can I afford to retire?
How do my spouse and I coordinate our Social Security benefits for maximum advantage?
What are the tax consequences of taking Social Security benefits?
How do Social Security benefits integrate with my retirement plan?
Can I make my retirement income inflation proof?
Is it too late to create a viable retirement plan?
Can I avoid unnecessary financial risk in retirement?
Will my plan allow provision for my heirs?

Who Should Attend

The session is most helpful for those who are contemplating or close to retirement.

Course Topics

Social Security
Your Retirement Income
Investments
Risk Management
Estate Planning
Optional Social Security and Retirement Planning Consultation (for those who are eligible*)

Your Instructors

This seminar is presented by financial services professionals. They not only draw upon real-life experiences with numerous clients, they are also licensed in the areas of investment securities and insurance. Your instructors are Wayne von Borstel, CFP®, MSFS, ChFC®, CLU®, and Craig Smith, CFP®, CFA®, ChFC®, CLU®.

*Optional Personal Plan or Consultation

This additional service is designed for people with a minimum of $500,000 of investable assets, not including your home or real estate. If you do not yet have our minimum, please keep us in mind as your assets continue to grow. If eligible, you have the option of scheduling a Social Security or retirement planning consultation with the instructor at the end of the seminar. We will provide you with additional information on how to prepare for this session in advance of your scheduled appointment. This meeting is your opportunity to analyze your financial situation, help develop your financial plan, maximize your Social Security and have your questions answered.