Thanks for signing up for one of our upcoming events!
Maximizing Your Social Security Benefits & Surviving Market Volatility
Strategies To Help Maximize Your Retirement Income
Your Event Date & Time:
- Washington & Jefferson College on July 19 at 6:30 p.m.
Add it to your calendar:
Event Dates & Times: – Washington & Jefferson College on July 19 at 6:30 p.m.
– Washington & Jefferson College on July 19 at 6:30 p.m.
Special Directions: This seminar will take place in the Burnett Center. Please arrive 15 minutes early to allow time to park, check-in and be seated.
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!
*This seminar is not affiliated with or sponsored by Washington & Jefferson College.
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation. Wantje Financial does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
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. We are not affiliated with the Social Security Administration or any other government agency. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. 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.
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.