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Social Security & Medicare Explained
Understanding & Maximizing Your Benefits in Retirement
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Event Date & Time:
– Thursday, February 27 at 6:00 p.m.
This event will take place in the Conference Room. Please arrive 15 minutes early to allow time to park, check-in and be seated.
What now?
Seating is limited. We will still need to confirm your attendance and will reach out to you prior to the event. If you have any questions, please don’t hesitate to reach out to us!
You will receive an email confirmation with your registration and event details. We will also send you a reminder email prior to the event. If you are unable to attend or would like to add another guest, please notify us at [email protected] at your earliest convenience so we can accommodate other guests accordingly.
If you do not receive the confirmation email, check your spam or promotions folder and make sure you add [email protected] to your contact list.
We look forward to seeing you there!
Stephen Jenkins, CFP®
Strategic Portfolio Solutions, LLC
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TX State License #: 1101171
Investment advisory services offered through Strategic Portfolio Solutions, LLC, a State of Texas-Registered Investment Advisor. Strategic Portfolio Solutions does not provide legal or tax advice. Investment Advisor Representatives of Strategic Portfolio Solutions may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Lake Tower Financial Management. Securities transactions for Strategic Portfolio Solutions clients are placed through Charles Schwab & Co., Inc.
Strategic Portfolio Solutions does not endorse any annuity or insurance products nor does it guarantee their performance. Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing companies. All product guarantees depend on the insurance company’s financial strength and claims-paying ability.
This material has been prepared for informational and educational purposes only and should not be considered a solicitation for the purchase or sale of any security. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
No advice may be rendered by Strategic Portfolio Solutions, LLC unless a client service agreement is in place.
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.