Savvy Social Security Planning (What Baby Boomers Need to Know to Maximize Retirement Income)
Name:
Savvy Social Security Planning (What Baby Boomers Need to Know to Maximize Retirement Income)
Date:
June 28, 2016
Time:
6:30 PM - 8:00 PM MDT
Event Description:
Join Deidre Farrell, MBA, CFP®, RICP®, CCPS®, for a free session for those in or nearing retirement, including information on the new law. Guest speaker Nancy Albertson, LUTCF, FIC, CLTC®, will cover:
No products will be sold at this event.
Thrivent Financial and its representatives and employees have general knowledge of the Social Security tenets; however, they do not have the professional expertise for a complete discussion of the details of your specific situation. For additional information, contact your local Social Security Administration office.
Thrivent Financial and its representatives and employees cannot provide legal, accounting, or tax advice or services. Work with your Thrivent Financial representative and, as appropriate, your attorney and tax professional for additional information.
Thrivent Financial representatives are licensed insurance agents/producers of Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI. They are also registered representatives of Thrivent Investment Management Inc., 625 Fourth Ave S., Minneapolis, MN 55415.
- Social Security and strategies for maximizing your benefits.
- The ideal time to apply for Social Security.
- Ways to minimize taxes on Social Security benefits.
No products will be sold at this event.
Thrivent Financial and its representatives and employees have general knowledge of the Social Security tenets; however, they do not have the professional expertise for a complete discussion of the details of your specific situation. For additional information, contact your local Social Security Administration office.
Thrivent Financial and its representatives and employees cannot provide legal, accounting, or tax advice or services. Work with your Thrivent Financial representative and, as appropriate, your attorney and tax professional for additional information.
Thrivent Financial representatives are licensed insurance agents/producers of Thrivent Financial, the marketing name for Thrivent Financial for Lutherans, Appleton, WI. They are also registered representatives of Thrivent Investment Management Inc., 625 Fourth Ave S., Minneapolis, MN 55415.
