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