Join us for an informative discussion of concerns you may have including:
What is the current status of Social Security?
When may be the best time for you to start drawing your benefits?
How to potentially optimize your benefits for both you and your spouse.
How can you coordinate your Social Security benefits along with your other retirement vehicles, which may include annuities, to create your Retirement Income Strategy?
What are three ways that taxes may impact your Social Security benefits and how can you address them?
We look forward to seeing you there!
J. Alan Financial - 763/657-1828
Maple Grove, MN
Space is limited - please reserve your seat today
Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor
1 This is provided for informational purposes only and is not intended to provide specific tax or legal advice or serve as the basis for any financial decisions. Be sure to speak with qualified professionals before making any decisions about your personal situation.*Jim Bear is an Investment Advisor Representative. Investment Advisory Services offered through Global Financial Private Capital, LLC - an SEC Registered Investment Advisor