Events

Lunch and Learn - Social Security Planning Seminar

County Office Building Auditorium, 417 liberty street Penn Yan, NY



Lunch and Learn - Social Security Planning Seminar - October 18th

social

What: Social Security Planning Seminar

When: October 18th - 12:00 PM - 1:00 PM

Where: County Office Building Auditorium

**Special Info - Lunch will be provided**

Discussion Base:

Filing for Social Security will be one of the most important and complex decisions your clients will make. Our comprehensive program will provide you with the information, tools, and support you need to guide them to a plan that can help them meet their retirement goals.


You’ll learn…

  • Why the Social Security filing decision matters
  • The basics and rules behind Social Security
  • How to manage the Social Security discussion and determine the right filing strategy
  • How to integrate Social Security into a comprehensive retirement income plan

Click here to sign-up....



October 18 2018

12:00 PM - 1:00 PM