Complimentary Workshop at Harper College Wojcik Conference Center in Palatine, IL
Maximizing Your Social Security Benefits & Surviving Market Volatility
Strategies To Maximize Your Retirement Income
We will meet in room W104. Parking is available in lot 14.
Harper College Wojcik Conference Center
1200 W Algonquin Road, Palatine, IL 60067
– Tuesday, June 20 at 6:00 p.m. – Thursday, June 22 at 10:30 a.m.
– Tuesday, June 20 at 6:00 p.m.
– Thursday, June 22 at 10:30 a.m.
Seating is limited. 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 special workshop at Harper College Wojcik Conference Center where we will discuss the following important topics:
- What’s new for Social Security and what may be changing in 2023.¹
- 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 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%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
Following high school, James made a life-changing decision to join the military, where he served for a decade. During the first five years, he served as a dedicated machine gunner in the infantry. This experience taught him invaluable lessons about adaptability, resilience, and overcoming challenges in the face of adversity. Recognizing his potential, James was later recruited into the intelligence field, where he honed his skills in effectively communicating complex information concisely. This experience further solidified his ability to distill complex concepts into clear and understandable terms, an asset he brings to his clients today.
After an honorable discharge from the Marines, James pursued higher education using the GI Bill benefits. He enrolled at the University of North Texas, where he earned two Bachelor of Business Administration degrees, majoring in Finance and Decision Statistics. This educational foundation provided him with a deep understanding of both financial principles and statistical analysis, allowing him to bring a well-rounded perspective to his financial advisory practice.
After completing his college education, James made the decision to relocate to Illinois for two significant reasons. Firstly, many of the Marines he served with had ended up in Illinois, and the community and camaraderie are nice. Secondly, as a disabled veteran, the opportunity to be exempt from property taxes in Illinois was an appealing perk. In 2018, James arrived in the Chicagoland area and quickly secured a position at a small independent financial firm. As part of that firm’s journey, he played a pivotal role in its growth and transformation from a humble setup into the successful powerhouse it is today. This experience instilled in him a sense of confidence and belief in his abilities, prompting him to embark on his own entrepreneurial venture.
And now, James finds himself at this exciting juncture in his career. Armed with the experience, knowledge, and passion for helping others achieve financial success, he has taken the leap to establish his own financial advisory firm. Today, he is dedicated to providing personalized and exceptional service to his clients, drawing on his unique background, military service, educational accomplishments, and the drive to make a positive impact on their financial well-being. James is grateful for the experiences that have shaped him and led him to this point, and he is excited about the opportunity to continue serving the community and empowering individuals and families to protect their financial futures.
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.