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 WORKSHOP ANNOUNCEMENT
SOCIAL SECURITY PLANNING
Lady
What Baby Boomers Need to Know to Maximize Retirement Income 

    

Tuesday, June 18 

8:15 a.m. - 9:15 a.m.
OR

5:30 p.m. - 6:30 p.m. 

Whalen & Company, CPAs

  & Consultants

250 W. Old Wilson Bridge Rd.

Suite 300

Worthington 43085

 

After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

 

This informative workshop covers the basics of Social Security and reveals strategies for maximizing your benefits.

 

At this workshop you will learn:

 

  • 5 factors to consider when deciding when to apply for benefits
  • When it makes sense to delay benefits -- and when it does not
  • Why you should always check your earnings record for accuracy
  • How to estimate your benefits
  • How to coordinate benefits with your spouse
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income
HOW TO REGISTER (DEADLINE IS JUNE 17 )  

 

Please respond to Tracy Ceritelli by email (click here) or call 396-4200 by Monday, June 17. Seating is limited to 20 at each session. Registrants will be accepted on a first-in, first-served basis. 

           

The morning session will be held from 8:15 a.m. to 9:15 a.m., and the evening session will be conducted from 5:30 p.m. to 6:30 p.m. Both sessions will be held at the Whalen & Company office. Beverages will be available.  There is no charge for the workshop.        

WORKSHOP PRESENTER

Eric Bishoff
 
Wm. Eric Bishoff, CFP, is in his 20th year in the financial services
industry and serves as CEO of The Bishoff Financial Group.
He has been involved in a number of workshops for Whalen clients, including sessions on retirement planning, college planning and funding strategies, and business succession planning. In August he will offer a workshop on Medicare planning and in October a session on investing. Whalen & Company works with The Bishoff Financial Group as an alliance partner for financial services. Securities and Advisory Services Offered Through Prospera Financial Services, Inc., 5429 LBJ Freeway, Ste. 400, Dallas, TX 75240, 972-581-3000. Member FINRA/SIPC.
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