Complimentary Event at Pikes Peak Library District – Library 21c in Colorado Springs, CO
Hosted by an Independent Financial Consultant with City Center Financial, LLC
Maximizing Your Social Security Benefits & Surviving Market Volatility
Strategies to Help Maximize Your Retirement Income
*This event is sponsored by an independent financial consultant with City Center Financial, LLC and IS NOT affiliated with or sponsored by the Pikes Peak Library District in any way, shape or form.
Pikes Peak Library District – Library 21c
1175 Chapel Hills Dr, Colorado Springs, CO 80920
– Tuesday, January 30 at 6:00 p.m.
– Thursday, February 1 at 6:00 p.m.
Seating is limited and there is no charge to attend.
- What’s new and changing for Social Security in 2024.¹
- Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
- The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.²
- Claiming strategies & planning techniques to help you get the most out of your Social Security benefits.
- How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
- Little-known claiming strategies and planning techniques to help you maximize your Social Security benefits.
- How properly claiming spousal benefits may increase your lifetime Social Security income.
- How Social Security ties into your overall retirement income plan.
- Common filing mistakes and how to avoid them.
- Survivor Benefits: What they are and how they work.
- And MUCH more!
Do you have a strategy to maximize your Social Security benefits?
Don’t miss this information-packed event!
This interactive event combines two empowering elements:
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current plan that will help you understand the best time to take Social Security.
Claiming Your Social Security Benefits at the Wrong Age May Reduce Your Benefits By 57%³
Social Security is one of the most valuable and least understood benefits available to retirees today. Failing to maximize your benefits could potentially leave tens of thousands of dollars on the table.
Join us for an enlightening presentation to learn about the latest strategies to help ensure you’re optimizing your Social Security strategy in conjunction with your overall retirement income and tax strategy. We’ll also talk about strategies to help protect your assets from the impact of market volatility so you don’t outlive your retirement savings.
Meet Your Host
Frank Endris, RFC®, ChFEBC®, NSSA®, City Center Financial
Frank has served the financial needs of individuals, families, and businesses since 1997. After graduating from Purdue University with a Bachelor of Science degree in Financial Planning, he initially specialized in asset protection and estate planning.
Frank was at one time with the 16th largest U.S. Broker Dealer and V.P. of an award-winning Colorado-based wealth strategies and research firm. Frank brings these experiences to City Center Advisors, LLC. He continues to use his ever-expanding expertise to help people achieve confidence amid life’s financial uncertainties, both during the working years and retirement.
Frank’s favorite role has been as a fiduciary. He feels there is no greater privilege than to uphold the financial best interests of his clients. It is this highest standard of care that led him to create City Center Advisors, LLC an independent Registered Investment Advisory firm in 2015.
Frank maintains fiduciary responsibility as an Investment Advisor. Additionally, he is certified by both the NSSA® as a National Social Security Advisor and the ChFEBC® as a Chartered Federal Employee Benefits Consultant. He has also earned the Series 66 license as well as life and health.
Beyond his career, Frank relishes Colorado living with his wife and four children. They enjoy slopes, trails, scenic byways, dirt roads, and campsites. Together they are committed to community, church, friendships, and family.
*This event is not affiliated with or sponsored by the Pikes Peak Library District.
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. We recommend that you seek professional legal advice for applicability to your personal situation.
Neither City Center Financial, LLC or City Center Advisors, LLC are affiliated with the Social Security Administration or any government organization.
This presentation is not intended to be legal or tax advice.