Events & Speaking Engagements

 Savvy Social Security Planning Workshop

 

Presented on behalf of The Society for Financial Awareness

  February 2012 & March 2012

There is more to Social Security than meets the eye. At this free workshop you will learn the following and much more:

         
  • 5 factors to consider for deciding when to start taking benefits
  • Innovative strategies for coordinating benefits with your spouse
  • How to coordinate benefits with other sources of income
  • How to minimize taxes on your benefits
  • Special rules on benefits for divorced spouses

 

2/15/2012 & 3/14/2012 - Bon Air Regional Library, 1:00 - 2:30 pm & 7:00 - 8:30 pm

(2816 Del Rio Place)

2/8/2012 & 3/8/2012 - St. Matthews Library, 1:00 - 2:30 pm & 7:00 - 8:30 pm

(3940 Grandview Ave.)

2/22/2012 & 3/21/2012 - Newburg  Library, 1:00 - 2:30 pm & 7:00 - 8:30 pm

(4800 Exeter Ave.)

 2/29/2012 & 3/29/2012 - Crescent Hill Library, 2:00 - 3:30 pm & 7:00 - 8:30 pm

(2762 Frankfort Ave.)

 2/21/2012 &n 3/28/2012 - Iroquois Library, 1:00-2:30 pm & 7:00-8:30 pm

( 601 W. Woodlawn)

2/20/2012 & 3/19/2012  -Jeffersontown Library 1:00-2:30 pm & 7:00-8:30 pm

10635 Watterson Trail

 Participating Libraries are not sponsors of this event.

Registration Required - Call 502.897.0021

 

 

Comprehensive Retirement & Estate Planning Workshop 



Peterson-Dumesnil House, Louisville KY

A Comprehensive Education on Retirement, Estate and Portfolio Protection Planning for People Serious About Retirement Success!

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