Events
Attendees will be guided through the simple process of determining their retirement income goal, completing an accurate financial inventory, as well as defining their “income timeline” to illustrate future income sources. Additionally, attendees will receive an overview of the investments most commonly used to produce income in retirement with examples of how long your money may last in retirement.
Speaker: Kenwyn Belkot, CFP | President of Freedom Financial Corporation
Freedom Financial Corp is hosting an evening of hors d’oeuvres, wine-tasting, and a wine presentation by our friends at Dreadnought Wines. Friends and family welcome!
Please R.S.V.P. by March 8th to [email protected] or call (724) 933-7222.
Freedom Financial Corp. invites you to learn more about Social Security. Our speaker is Joe Ferguson from TransAmerica Investments.
| Dona Marks, Senior Benefits Consultant with Highmark Senior Markets, will present an educational seminar suited for individuals turning 65 or anyone confused by Medicare coverage options. Topics include what Original Medicare covers and excludes, your options for additional coverage, and important facts on eligibility and enrollment periods. Understanding Medicare is the first step in making the right choice for your insurance coverage. This event is only for educational purposes and no plan-specific benefits or details will be shared.
Feel Free to Invite a Friend!
Please RSVP! |
Securities offered through LPL Financial Member FINRA/SIPC
Eligibility for Social Security begins “early,” at age 62. However, claiming early will reduce your monthly check – permanently. There are many issues to consider when deciding to claim benefits. Claiming Social Security benefits early may not be in your best interest. Can you afford to wait? Is the appeal of claiming retirement benefits early just too strong? If you are asking yourself these questions, you are not alone. That’s why we would like to invite you to this complimentary event. If you feel that you are likely to live to age 80, or, 85, you should think carefully about delaying benefits until even after your full retirement age. This is because for every year that you wait beyond full retirement age, your monthly check will be increased by an additional 8%. Knowing how Social Security works and what you could be sacrificing is information that can boost your retirement security for years to come. Join us as we discuss the important issues regarding your Social Security benefits, including:
• How you may lose out on Social Security income by claiming your benefit at the wrong time.
• When should I take my benefit to obtain maximum income?
• Why many retirement plans overlook Social Security benefits – a HUGE mistake!
• How your unique life circumstances impact your benefit claiming strategy.
• How your spouse (or ex-spouse) factors into your Social Security election decision.
• How to determine when delaying benefits is the best approach, and when it isn’t.
• How to navigate the hundreds of filing combinations.
*There is no cost or obligation to attend, and reservations are required. Light Dinner provided.
*Please RSVP to Kenwyn:
[email protected] or 412-260-3550.
Visit www.jsmith.sswise.com to watch a short movie about your benefits called “Good Decisions.”
Eligibility for Social Security begins “early,” at age 62. However, claiming early will reduce your monthly check – permanently. There are many issues to consider when deciding to claim benefits. Claiming Social Security benefits early may not be in your best interest. Can you afford to wait? Is the appeal of claiming retirement benefits early just too strong? If you are asking yourself these questions, you are not alone. That’s why we would like to invite you to this complimentary event. If you feel that you are likely to live to age 80, or, 85, you should think carefully about delaying benefits until even after your full retirement age. This is because for every year that you wait beyond full retirement age, your monthly check will be increased by an additional 8%. Knowing how Social Security works and what you could be sacrificing is information that can boost your retirement security for years to come. Join us as we discuss the important issues regarding your Social Security benefits, including:
• How you may lose out on Social Security income by claiming your benefit at the wrong time.
• When should I take my benefit to obtain maximum income?
• Why many retirement plans overlook Social Security benefits – a HUGE mistake!
• How your unique life circumstances impact your benefit claiming strategy.
• How your spouse (or ex-spouse) factors into your Social Security election decision.
• How to determine when delaying benefits is the best approach, and when it isn’t.
• How to navigate the hundreds of filing combinations.
*There is no cost or obligation to attend, and reservations are required. Light Breakfast provided.
*Please RSVP to Kenwyn:
[email protected] or 412-260-3550.
Visit www.jsmith.sswise.com to watch a short movie about your benefits called “Good Decisions.”
[rsvp]