SAVVY SOCIAL SECURITY PLANNING

GET ANSWERS TO YOUR QUESTIONS

AT THIS WORKSHOP YOU WILL LEARN:

• Will Social Security be there for me?
• How much can I expect to receive?
• When should I apply for Social Security
• How can I maximize my benefits?
• Will Social Security be enough to live on in retirement?

• Five factors to consider when deciding when to apply for benefits
• Why you should always check your earnings record for accuracy
• How to coordinate benefits with your spouse
• How to minimize taxes on Social Security benefits
• How to coordinate Social Security with your other sources of income

Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This informative seminar covers the basics of Social Security and reveals innovative strategies designed for maximizing your benefits. 

About Your Presenter

George Koeltl is a CERTIFIED FINANCIAL PLANNER™ professional at Reby Advisors, specializing in retirement income planning, tax planning and minimizing financial risks for families. He is also a Chartered Retirement Planning Counselor (CHRPC®) as well as a Certified Divorce Financial Analyst (CDFA™). George joined Reby Advisors in 2005 after serving wealth management clients as a financial advisor for Merrill Lynch and UBS.

George Koeltl CERTIFIED FINANCIAL PLANNER™