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Check out our upcoming events




Savvy Social Security Planning:  Basic Rules and Claiming Strategies


In this seminar, we will cover how to decide when to collect your benefits, how to coordinate benefits with your spouse or the Social Security options available to divorcees, how the death of a spouse affects your Social Security benefits, how work affects your benefits and how your benefits are taxed - and what you can do about it.  We will talk about how to avoid making a poor Social Security claiming decision, how recent legislative changes may have impacted your strategy and what to do if you were counting on a claiming strategy that's no longer available.  

Seating is limited, so reserve your spot today by registering below.

DATE Wednesday June 26, 2019 From 6:00pm - 7:00pm

                                      

          

LOCATION 15350 SW Sequoia Parkway, Portland, OR   

                       1st Floor Conference Room



Savvy Social Security Planning:  What Baby Boomers Need to Know to Maximize Retirement Income

Baby Boomers are asking questions - When should I apply for Social Security?  How much can I expect to receive?  How can I maximize my benefits?  At this informative seminar, we'll answer these questions by teaching you the important rules and strategies for collecting your retirement benefits.  Find out what you need to know to make the most out of your retirement benefits.  The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime.  Don't miss this valuable workshop designed especially for Baby Boomers.   

Seating is limited, so reserve your spot today by registering below.  

DATE WEDNESDAY July 24, 2019 FROM 6:00PM - 7:30PM         LOCATION   15350 SW SEQUOIA PARKWAY, PORTLAND, OR

                                      OR                                                                      1ST FLOOR CONFERENCE ROOM

         SATURDAY JUly 27, 2019 FROM 10:30AM - 12:00pM             

                       


Savvy Social Security Planning:  For Women

What women, divorcees, and widow(ers) need to know about retirement income and social security.  In this informative seminar, you'll learn important rules and strategies for collecting social security.  Find out how to coordinate your own retirement benefit with benefits you might receive as a spouse or divorced spouse.  What to do if your husband or ex-husband dies and what you MUST consider before remarrying.  We'll discuss how the decisions you make in your 60's can determine the amount of income you'll have in your 80"s.  The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime.  Don't miss this valuable workshop. 

Seating is limited, so reserve your spot today by registering below.

DATE Tuesday august 20, 2019 FROM 6:00PM - 7:30PM              LOCATION    15350 SW SEQUOIA PARKWAY, PORTLAND, OR

                                      OR                                                                             1ST FLOOR CONFERENCE ROOM

         SATURDAY august 24, 2019 FROM 10:30AM - 12:00pM             

                       


Savvy Social Security Planning:  For Couples

The Social Security decisions you and your spouse make when you are in your 60's will determine the amount of total income you will receive over BOTH of your lifetimes.  Come learn about some little-known rules that can help married couples get more out of the Social Security System. 

You will learn:                                                                                                                                                                                                                                                          -How much Social Security you and your spouse stand to receive over your joint lifetime                                                                                                                        -Rules and guidelines for when spouses should apply for benefits                                                                                                                                                                 -How remarriage affects survivor benefits from a former spouse                                                                                                                                                                  -Two KEY things you need to know about Social Security survivor benefits 

Seating is limited, so reserve your spot today by registering below. 

DATE  TUESDAY september 24, 2019 FROM 6:00PM - 7:30PM              LOCATION   15350 SW SEQUOIA PARKWAY, PORTLAND, OR

                                      OR                                                                                 1ST FLOOR CONFERENCE ROOM

         SATURDAY september 28, 2019 FROM 10:30AM - 12:00PM 



            

Thank you for registering for our event! We look forward to seeing you there.