ATTEND OUR COMPLIMENTARY WORKSHOP
"Maximizing Your Retirement Income & Social Security Benefits"
NOW INCLUDES 2016 BUDGET UPDATES & CHANGES
Learn how the new budget act may impact your filing strategies & options.
SOCIAL SECURITY PLANNING
Calculating Your Benefit Amount
How much will you receive when you retire?
Understanding Filing Options
What are your options at each filing age?
Avoid Unnecessary Penalties
How does working impact retirement benefits?
Important Changes in 2016 Budget
What will these new rules mean for your options?
RETIREMENT INCOME PLANNING
Complimentary Retirement Income Report
How much retirement income will you need?
Preparing for Longevity & Inflation
What can you do to protect your assets?
Strategies to Potentially Reduce Taxes
How do you make sure your money will last?
Customized Income Gap Analysis
What will you need in addition to Social Security?
SPECIAL OFFER FOR ALL ATTENDEES
Social Security can be confusing, but is an important component of a successful retirement income plan. Attend the workshop to receive your complimentary, "Customized Social Security Planning Report!"
REGISTRATION CLOSES IN:
FEATURED PRESENTER
Zachary Hatcher
Zachary Hatcher, a Financial Advisor at Oliver Financial Group, prides himself on his desire to implement financial plans that “make a meaningful difference in my client’s lives. My client’s ambitions, desires, and goals are what’s important. I help them get there.”
Zachary Hatcher holds his Series 7, 63, and 65 securities registrations and maintains a Life and Health insurance license along with a NSSA designation. He is a graduate of New England College, and has achieved a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
Specialties: Retirement Planning, Social Security Planning, Asset Allocation, Family Continuity and Transfer Strategies, Strategic Philanthropy, Education Funding, Insurance Reviews, Income Tax Planning.
DON'T MISS THIS EXCLUSIVE WORKSHOP
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Advisory Services Offered Through Client One Securities, LLC an Investment Advisor. Oliver Financial Group and Client One Securities, LLC are not affiliated.
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.