Social Security Strategies Virtual Seminar
Date and Time
Wednesday Jun 17, 2020
6:30 PM - 9:00 PM PDT
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!
- 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.