San Mateo, CA Workshop

Claiming strategies and planning techniques to help you get the most out of your Social Security benefits.
How to take advantage of spousal benefits.
Important changes in 2017 - New Social Security rules and how they affect your filing options.
How Social Security ties into your overall retirement income plan.
6 ways to pay for Long-Term Care you most likely never new existed.
Alternatives to LTC insurance that put you in control of your money.
How you can convert a Life Insurance Policy into a Long-Term Care Benefit.
Government benefits that could help defray the cost of Long-Term Care.
Understanding potential risks in retirement and how to avoid them.
And More!

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More than 80% of Americans are worried they won't have enough money for retirement* and over 78 million Baby Boomers are set to retire in the next decade. Most are woefully unprepared. Social Security is one of the most valuable and least understood benefits available to retirees today. Advanced income planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive throughout your retirement. 36% of American adults over 65 are completely dependent on Social Security and 61% of retirees count on their Social Security for at least half of their monthly income.* Failing to maximize your benefits could potentially leave thousands of dollars on the table. In addition, 70% of people over the age of 65 will need long-term care services*. It's important to know all of the strategies and alternatives that are made available to you so you can make informed decisions and stay in control of your money.

Since 2003, Lars has been committed to providing a personalized, caring approach with his clients, providing stability, promoting financial well-being and protecting their legacies. Born in Denmark, Lars applies a blend of the best of Scandinavian and American values when it comes to his marriage to Jamie, raising his son Daniel and daughter Bella, as well as managing his business. Being raised in a highly taxed country with a social safety net, he realized early on the concerns of so many Americans regarding their retirement income. This helped shape the focus and philosophy of Heritage Financial North. His approach to planning is from a holistic perspective, which includes wealth management, retirement income planning, legacy planning and long-term care planning. Outside of the office, Lars enjoys hiking with the family, running and spent many years practicing Japanese Jujitsu where he holds a black belt. The qualities of respect, discipline and integrity have greatly influenced Lars’ life, including his views on financial matters. In Jujitsu, one trains to be prepared for an opponents every move and learns use them to one’s advantage. Same goes for our financial lives: We cannot predict the future, but we can plan so we’re prepared for the surprises life - and the economy - might present. Jamie co-founded Heritage Financial North and has been in the financial industry since 2004. She was born in Chile and as the daughter of aging immigrant parents, she has experienced firsthand the detriment of having parents who did not plan for their retirement and the financial pressure it creates for the adult children. Her own personal experience is why she is so committed to assisting families put their retirement, long-term care, financial and estate plan in place BEFORE it is needed. She has a great passion for helping to establish reliability and stability for her clients in these challenging times. She is very compassionate to the difficulties of aging without knowing how you will be able to retire with a predictable strategy. She has many senior clients that are still working way past their retirement years simply because they didn’t plan and have no other choice. As a member of the “sandwich generation” she truly understands what it is like to juggle work, marriage, plan for retirement all the while raising small children AND financially assisting her parents. Her compassion translates into the relationship with her clients and treats them like an extension of her own family. CA Insurance License # 0E02803

Stratford Independent Senior Living

The Stratford is a boutique luxury retirement condominium community with 65 spacious residences located in San Mateo, California. With an emphasis on personalized attention, and service equivalent to a 5-star hotel, The Stratford offers full-service amenities that support independent senior living at its finest. Every detail at The Stratford is refined, from the luxuriously appointed decor of the common areas to the sophisticated fine dining, serviced daily by friendly staff members that take the time to get to know you and your preferences.

*http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx

*https://www.fool.com/retirement/2017/04/17/30-stunning-social-security-statistics.aspx

*Source: U.S. Department of Health and Human Services data from 2010. Paying for LTC. 2010.

Advisory Services Offered Through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. Heritage Financial North, Heritage Financial North Insurance Services and Client One Securities, LLC are not affiliated. | CA Insurance License # 0E02803

Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.

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Maximizing Your Social Security & Long-Term Care Benefits

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