2018 Updates and Strategies for Retirees February, 2018

What you need to know going into 2018... The rules have changed.

Learn from the leading analysts in your area! Your presenters designed this 3-part presentation to bring retirees up to speed with the challenges and questions one might face during retirement.

How to get the most from Social Security

Protecting against market corrections

Generating enough income in retirement

By Dan Wendol, Investment Advisor Representative, Dolphin Financial Group

Creating income from your largest asset - your home

Staying in your home as you age in place

Downsizing (or upsizing) your home without a new mortgage payment

By Elena Katsulos-Sabbouh, Reverse Mortgage Specialist, Finance of America Reverse

Protecting your assets from creditors and the nursing home

Maximizing what your kids will inherit

Maximizing benefits and avoiding costly legal mistakes in retirement

By Michelangelo Mortellaro, P.A., Mortellaro Law

Complimentary Dinner Event

Grillsmith @ Countryside Square Mall in Clearwater - Event Info

February 1st 6:00PM

Grillsmith @ Countryside Square Mall in Clearwater - Event Info

February 6th, 6:00PM

Sign Up

or Call 800-955-2130 (24/7)

You will learn:

Strategies to get the most out of Social Security

When to file for Social Security to maximize your benefit

How to measure and manage the risk your retirement savings are exposed to

How to minimize taxes on Social Security benefits

Fixing mistakes if you've already filed

Get informed and take control of your retirement today!

Are you getting the most out of Social Security?

Social Security Maximization Report Report:

Attendees will receive a customized Social Security Maximization Report detailing specific options they can take based on their unique situation.

Do you know the best strategy to claim your Social Security benefits?

Our maximization report provides the specific details people need to make informed decisions about Social Security. It is customized based on the specific information of each client or couple. The report will provide several different detailed scenarios on how and when to claim Social Security to get the most financial benefit from the program.

DO YOU KNOW THE BEST STRATEGY TO CLAIM YOUR SOCIAL SECURITY BENEFITS?

Please Join Us For Our Complimentary Dinner Event
You have spent a lifetime earning it, spending it, and hopefully, accumulating it. When the time comes for retirement, you want your money to provide you with a comfortable lifestyle and stable income after your working days are over.

Event Info

A Retirement Reality Check: Are You Doing What You Should Be Doing? by Daniel J. Wendol.
You have spent a lifetime earning it, spending it, and hopefully, accumulating it. When the time comes for retirement, you want your money to provide yo with a comfortable lifestyle and stable income after your working days are over.

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