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
Light hors d’oeuvres and refreshments provided
RSVP by October 10th, 2014
Seating is Limited to 25
Call: (413) 536-8510
James W. Barrett, CPA/ PFS
Meyers Brothers Kalicka, P.C.
Doug Wheat, CFP©
United Capital Financial Advisers, LLC
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