Squeeze Every Dime Out of Social Security!
Michael J Eberhardt -
Speaker From SOFA, A Non-Profit Organization
 
SOCIAL SECURITY & RETIREMENT INCOME
Who Benefits From Our Workshops

Not Actual Client Photos

We helped Gary & Linda increase their checks by $900 a month from Social Security.   

They will also receive $32,000 additional benefits over the next four years. 

We helped Patti collect benefits from her first husband.

She was married and divorced twice, she didn't realize she could collect from her first husband.

Joan and Berry discovered if either required nursing care, the other could protect income and cash from a spend-down.

This was a concern because Berry was diagnosed with advanced Parkinson's disease.

Don & Geneva were shocked to learn they were paying more than 3% in annual fees. 

We helped them avoid all fees and increase their annual income substantially.  

Betty & Robert were contemplating a divorce after 9 1/2  years of marriage.  We explained the negative effect it would have on Betty's Social Security Benefits. 
They agreed to a 6-month deferment to help Betty.

 

Avoid fees for early withdrawals on accounts with penalties.
Never lose money due to costly penalties for early IRA or 401(k) withdrawals.

- ALL EVENTS HAVE LIMITED SEATING -
- BOOK YOUR RESERVATION TODAY -

REQUEST A SEAT NOW

Southeast Regional Library Gilbert

775 N Greenfield Rd
Gilbert, AZ 85234

Wednesday

January 24, 2018 -  6:00 PM

OR

Thursday
January 25, 2018 - 12:00 PM

REQUEST A SEAT NOW

Dobson Ranch Library

2425 S Dobson Rd, Mesa, AZ

Monday

February 5, 2018 -  10:30 AM

 

Wednesday

February 7, 2018 - 6:00 PM

"No Products Will Be Promoted" 

FREE - Social Security & Income Analysis for All Attendees

DESCRIPTION

 

There are more than 500 different ways to claim your Social Security benefits. In this workshop, you will learn about many of the strategies you can use to help maximize your Social Security benefits. Michael Eberhardt, highly knowledgeable in Social Security matters, will be the host and will guide you through the potential pitfalls and windfalls of Social Security.

This is strictly an educational workshop, no products will be promoted.

 

Topics we will discuss:

  • Now versus later; how to decide when you should apply for benefits

  • Ways to maximize your Social Security benefits

  • Spousal benefits

  • What happens if your spouse is still working

  • How divorce or death can affect your Social Security income

  • Three biggest mistakes people make with Social Security

  • Ways you can reduce taxes on Social Security

  • Ways to really make the best decisions on Social Security for you

 

 

Learn ways to maximize your Social Security Benefits, pay less in taxes and have your questions answered.

 

 

Reserve Your Seats today.

Presented by Michael J Eberhardt, a Social Security and Retirement Income Planning Specialist and President of the East Valley Chapter of SOFA, a Non-Profit Public Service Organization.

© 2017 by Michael J Eberhardt

President of The East Valley Chapter of SOFA    480-726-8805