"Many individuals do not fully understand key details of Social Security rules that can potentially affect their retirement benefits."

Social Security and Income Planning

no-cost public education webinar

STEP 1: CHOOSE A DATE/LOCATION

STEP 2: COMPLETE REGISTRATION FORM

STEP 3: MAXIMIZE YOUR BENEFIT

Upcoming Webinars

DUE TO CORONAVIRUS ALL MEETINGS HAVE BEEN MOVED ONLINE

Please call if you need help registering or using ZOOM

TBD

Watch a Sneak Peak

What you will learn:

2020 Social Security changes and updates
How tax reform affects Social Security benefits now and later
When to delay your benefit and when to not
What's changed with spousal filing options
How to maximize ex, current and deceased spousal benefits
What questions you should ask at the Social Security Office
How working affects your benefit
Understanding today's retirement income sources: pros and cons
How your other assets with together with Social Security Benefits
Q and A opportunity with Social Security expert

You should attend if you..

Are single or married and are considering starting you benefit
Recently started receiving benefits
Have questions about current, ex, or deceased spousal benefits
Have an upcoming SS appointment and want to be prepared
Might have made a filing mistake
Are wondering how working affects your benefit
Need more information on retirement income options
Are trying to turn your 401k or IRA into life-long income
or have other general questions about retirement benefits

Why this class?

Taught and developed by Certified Financial Planner Jo-Ann Holst
Six years of experience teaching Social Security Classes and nineteen years industry experience
EDUCATION ONLY! No sales pitches, feedback is optional
Comprehensive class covers broad range of Social Security topics
Helpful handouts with Social Security facts and guidelines, 2020 tax limits, note-taking materials and more
It's COMPLIMENTARY! Why? Because it's a great way for JH Advisers to get known in the community as Financial Planners. Think of it like the best free sample you'll ever get!

Space is limited for easier Q & A, RSVP is required for attendance. Reservations will be honored on a first-come, first-served basis. Can't make this class? click below to see other class topics and dates by JH Advisers.