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Stacey TaborTuesday, March 12th, 2019
from 8:30 AM to 10:15 AM MDT
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Put knowledge on your side
This seminar will look under the hood of Social Security and help you better understand what it is, how it works, and what you need to better understand your benefits. Social Security offers unique benefits as well as spousal and survivor benefits that many people are unaware of. If you are concerned about Social Security, have questions, or just want to know more, you should come to this informative workshop.
Among the many important topics covered we will discuss:
The unique benefits of Social Security
The future of Social Security and clarifications about solvency
When should you start taking benefits
Spousal benefits and survivor benefits
The impact of working while receiving benefits
Review of changes that impact key claiming strategies
Randy J. Anderson, CFP®, Financial Consultant, RJ Anderson Financial, LLC
Randy is a Financial Consultant with experience in retirement planning, Social Security income strategies, retirement strategies, utilizing tax favored investments and strategies, risk Management, wealth protection and transfer planning, asset allocation and product allocation planning, and asset protection.
Members attend CGA meetings at no additional cost, as a benefit of their membership. Non-members are asked to pay $20/meeting to cover expenses.
Non-members are requested to bring a check, cash or credit card to the meeting to cover the meeting cost. If possible, please bring exact change or a check already made out to "Colorado Guardianship Association", so the lines don't get too long!
Members - please bring business cards/brochures. We have a table available for participants to share.
Please park on nearby streets OR in the lot to the EAST of Porter Place (towards Downing Street.) Porter Place prefers to leave their parking lot for residents' friends and families.
Thank you for your attention and response. We look forward to seeing you at the event!