Savvy Social Security Planning: What Baby Boomers Need To Know To Maximize Retirement Income

Description

Join special guest speaker Gregory Mengel, MBA, ChFC, CLU, FIC, Wealth Advisor • Thrivent Financial • 12 Years' Experience • Pinnacle Leaders Group, Pinnacle Conference • MBA, Butler University. 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 workshop is hosted by Thrivent Financial and your local representatives Steven Jones & John Heitzman. One-hour sessions @ 11:00 am, 4:00 pm, & 6:00 pm To RSVP, please call our office at (845) 452-5690 or email jeanne.jones@thrivent.com