RSVP: The BIG Decision: When to Start Collecting Social Security

September 30, 2014

Back by popular demand, Doug Wheat, CFP © now of United Capital Financial Advisers, LLC, will be speaking at Meyers Brothers Kalicka, P.C. on the Big Decision: When to Start Collecting Social Security. We invite you to join us for this educational event.

  • How Social Security Works: How your benefit is calculated
  • Planning Ideas for Couples: How to maximize benefits using filing options
  • Benefits for Family Members: Including spousal, survivor and divorce benefits
  • Special Considerations: Including working past age 66
  • Case Studies

Offices of Meyers Brothers Kalicka

330 Whitney Avenue, Suite 800

Holyoke MA

5:45pm Registration

6–7:30pm

Light hors d’oeuvres and refreshments provided

RSVP by October 10th, 2014

Seating is Limited to 25

Call: (413) 536-8510

Host:

James W. Barrett, CPA/ PFS

Meyers Brothers Kalicka, P.C.

Presenters:

Doug Wheat, CFP ©

United Capital Financial Advisers, LLC

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This material is generic in nature. Before relying on the material in any important matter, users should note date of publication and carefully evaluate its accuracy, currency, completeness, and relevance for their purposes, and should obtain any appropriate professional advice relevant to their particular circumstances.

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