Social Savvy Security Planning

Date and Time

Thursday Oct 15, 2015
2:30 PM - 3:30 PM CDT

Tuesday, October 6, 2015
2:30pm or 6:30pm

Thursday, October 15, 2015
2:30pm or 6:30pm

Location

Central Lutheran Church
1103 School St.  NW, Elk River
Tuesday, October 6, 2015
2:30pm or 6:30pm

Elk River Lutheran Church
729 Main St, Elk River
Thursday, October 15, 2015
2:30pm or 6:30pm
 

Fees/Admission

Please call Val at 763-633-5300763-633-5300 or email val.jackson@thrivent.com to reserve a place for yourself and a guest

Contact Information

763-633-5300
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Description

Savvy Social Security Planning
What baby boomers need to know to maximize retirement income.

Join special guest speaker David Jackson, ChFC, CLU. CAP - Financial Consultant for Thrivent Financial - 20 years industry experience - 5 Star Wealth Manager-Minneapolis/St.Paul Magazine

This workshop covers the basics of Social Security and reveals strategies for maximizing your benefits, including:

  • Five factors to consider when deciding when to apply for benefits.
  • How to minimize taxes on Social Security benefits.
  • How to coordinate Social Security with your other sources of retirement income.
This complimentary event is hosted by Thrivent Financial and your local representatives Brenda Roux and Derek Birdsall.

Refreshments will be served.
 

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