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Social Security: Seven keys to optimizing your benefits

February 3, 2015 @ 6:00 pm - 8:00 pm

A workshop to help you make the right decisions.

Social Security continues to play a critical role in a retirement strategy. Is yours taking full advantage of what Social Security offers? I can help. Together, let’s rethink your retirement.

I’ll share seven keys to optimizing Social Security benefits:

  • Keys to help you understand the basics of Social Security, including when you should start taking benefits.
  • Keys that take a deeper dive into Social Security, such as working in retirement.
  • Finally, taking the next step at this insurance sales presentation with the Rethinking Retirement tools.

Space is limited, so call today to register!

Details

Date:
February 3, 2015
Time:
6:00 pm - 8:00 pm

Organizer

Mission Point Planning & Retirement
Phone
(248) 893-6362
Email
jason@missionpointplan.com

Venue

Royal Oak Public Library
222 E. Eleven Mile Rd.
Royal Oak, MI 48067 United States
Securities, financial planning and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Check the background of your financial professional at FINRA's BrokerCheck. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MI, CA, NH, NE, TX, MS.
LPL Financial and its representatives, Mission Point Planning and Retirement do not provide tax or estate planning advice. These services are provided in conjunction with a qualified tax and/or estate planning professional.
This site is published for residents of the United States, is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."


* Source: Pew Research Center
† Source: “Quantitative Analysis of Investor Behavior, 2014” Dalbar Inc. Most recent data available. An index is un-managed and one cannot invest directly into an index.

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