UPCOMING EVENTS

February seminar – Montgomery TX

Wednesday, February 19th at 5pm CST

and

Saturday, February 22nd at 10am CST

Maximizing your Social Security Benefits and Minimizing your Taxes

Social Security is the first or second largest source of income for most retirees. Make sure you GET THE FACTS BEFORE YOU FILE!

The new law changes have placed a strict time and age limit on some retirement plan distribution strategies. TIMING IS EVERYTHING! Learn simple strategies to help maximize your benefits and increase your retirement income!

If you were missing a significant piece of Social Security information that could cost you money, when would you want to find about it?

Make sure you are basing YOUR Social Security and financial decisions on all the facts and not emotions, misconceptions, or opinions.

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