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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.
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™
This is a 60-minute interactive workshop. Select a date that best fits your schedule.
Evening Workshop March 12, 6:00 PM Ridgebury Corporate Center 44 Old Ridgebury Road Danbury, Connecticut 06810
Free Lunch and Learn March 14, 12:30 PM Ridgebury Corporate Center 44 Old Ridgebury Road Danbury, Connecticut 06810
Food and beverages will be provided. Seating is limited. Reserve your space today!