Complimentary Event at Bridgerland Technical College in Logan, UT
Maximizing Your Social Security Benefits & Navigating Your Medicare Options
Strategies To Maximize Your Income & Reduce Your Taxation in Retirement
*This event is neither sponsored nor endorsed by Bridgerland Technical College
Event Details
Bridgerland Technical College
1301 North 600 West, Logan, UT 84321
Event Options:
– Tuesday, April 30 at 6:00 p.m. – Wednesday, May 1 at 6:00 p.m.
Seating is limited. There is no charge to attend!
The first 30 people who sign up will get a FREE Social Security analysis, and everyone who attends will get a free workbook!
Do you have a plan to help maximize your Social Security benefits? Do you understand your Medicare options? Join us for a special, live event at Bridgerland Technical College where we will discuss the following important Social Security and Medicare topics you need to know.
Social Security:
- What’s new for Social Security in 2024.¹
- Claiming strategies & planning techniques to help you get the most out of your Social Security benefits.
- Taxation of Benefits: How to help avoid paying too much in tax.
- Filing options based on marital status.
- How to take advantage of spousal benefits.
- How Social Security ties into your overall retirement income plan.
- Common filing mistakes and how to avoid them.
Medicare:
We’ll cover any questions you may have, including:
- How does Medicare work?
- How do I figure out which plans my doctor accepts?
- How much will my prescriptions cost for the year?
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have a strategy to maximize your Social Security benefits?
Don’t miss this information-packed event!
Why attend?
This presentation combines two empowering elements:
Professional Insight
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 strategy 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 Hosts
Trent Dransfield, RFC, CFE | Dransfield & Associates
He has great passion in further assisting his clients and treating them the way he would like to be treated! He has earned three different degrees from Universities, including the medical field of Physical Therapy where he gained a real importance on really connecting with his patients and now clients. Trent has a beautiful family with seven children and loves life!
Jerry Toombs | Summit Group Wealth Advisors
Jerry M. Toombs is owner and President of Summit Group Wealth Advisors. He has been in the Insurance and Financial service business since 1978. His focus has been in the areas of Estate Planning, Insurance and Risk management, Retirement and Investment planning. Jerry has used a team based approach to comprehensive financial planning in building his practice working very close with the client, the CPA and attorney.
Jerry served as President of the Cache Valley Association of NAIFA and also served on the Utah State board of NAIFA for 3 years. He has been a member of the Planned Giving Advisors Council for Utah State University and served as President of the Planned Giving Committee on the Cache Education Foundation.
Jerry Toombs offers Securities through Connect Financial, LLC, a Registered Investment Advisor.
Dan Jessop | Jessop Insurance and Retirement Services, Inc
Dan was born & raised in Smithfield, UT. And currently lives in Smithfield. Dan has a bachelor’s degree in business management and has 25+ years of experience working in various management positions for companies such as: Bourns, Icon, Barco Medica, and Inovar.
Dan has been in the insurance business for the last 14 years. He started his own business in 2014 and is the owner and founder of Jessop Insurance and Retirement Services, Inc. He specializes in Medicare and loves his job because of the people that he meets, friendships he makes, and to him it feels more like a service than a job. He really enjoys helping people through the complex maze of Medicare and simplifying the whole process for them.
Dan Jessop offers Securities through Connect Financial, LLC, a Registered Investment Advisor.
© 2024 Your Retirement Reality | Privacy Policy
¹ https://www.ssa.gov/cola/
² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
³ https://www.ssa.gov/oact/quickcalc/early_late.html
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. 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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.