COVID-19 Precautions: The health and safety of our guests are our number one priority. All of our in-person events will adhere to local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.
Complimentary Dinner at Cooper's Hawk in Kentwood, MI
Maximizing Your Social Security Benefits & Surviving Market Volatility
Strategies To Maximize Your Retirement Income
Tortilla soup and house salad will be served upon arrival, followed by your choice of Red Wine Braised Short Ribs, Ellie’s Chicken Piccata, Soy Ginger Atlantic Salmon or Sweet Corn & Tomato Risotto (Vegetarian). Cooper’s Hawk Chocolate Cake will be served for dessert.
4515 28th St SE, Kentwood, MI 49512
– Cooper’s Hawk on March 22 at 6:00 p.m.
Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!
Do you have a plan to help maximize your Social Security benefits? Join us for a complimentary meal and special workshop presentation at Cooper’s Hawk where we will discuss the following important topics:
- What’s new for Social Security and what may be changing in 2022.
- 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.
- 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 workshop combines two empowering elements:
Live instruction from knowledgeable 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%*
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.
All attendees are eligible to receive a complimentary retirement snapshot analysis for their current retirement income and Social Security plan.
Meet Your Host
Shari Hooper, CSA®, Senior Wealth Advisor | Summit Wealth Partners, LLC
During her time in the financial industry, Shari has received the following credentials: Registered Para-planner through the College of Financial Planning, life, health, variable insurance licenses, Series 7, 63, 65, and a Certified Senior Advisor Designation. Shari is currently completing her Behavioral Finance designation and a current candidate for her Chartered Financial Consultant (ChFC) through the American College of Financial Services.
Shari actively participates in many organizations that are centered on both women and seniors: Greater Grand Rapids Women Who Care, Inforum, WISE, West MI Women’s Magazine, Advocates for Senior Issues, and Women & Wealth, which she created and hosts monthly to provide an unintimidating platform for women to learn, ask questions and receiving financial planning advice on their current investments and employer benefits.
Shari and her husband Todd, of 18 years, currently reside in Ada, Michigan. They have two children together, Ana Rose and Joshua. Her daughter is almost 21 and attending college at the University of Kentucky in Lexington and studying Fashion Merchandising. Shari’s son, Joshua, is 14 years old, in the 8th grade. He is a AAA hockey player, which gives them many opportunities to travel and see new cities while watching him play. Their blended family brought two amazing step-daughters, a son-in-law and their granddaughter, Hayden, age 5.
Investment advisory services are offered through Summit Wealth Partners, LLC, an SEC Registered Investment Advisor. Insurance products are offered through Summit Asset Protection Group, LLC, an affiliate organization and a licensed insurance agency in the state of Florida.
No alcohol will permitted during the presentation.
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.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not 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.