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
January 24, 2018 - 6:00 PM
January 25, 2018 - 12:00 PM
REQUEST A SEAT NOW
Dobson Ranch Library
2425 S Dobson Rd, Mesa, AZ
February 5, 2018 - 10:30 AM
February 7, 2018 - 6:00 PM
"No Products Will Be Promoted"
FREE - Social Security & Income Analysis for All Attendees
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
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