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Social Security & Income Planning
Saturday, February 20, 2016, 10:00am - 11:30am
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Contact Pat Frederiksen 303-919-1020

Topics include:  what's changed with Social Security laws and what you can do before May, strategies to reduce Social Security taxxes, how to maximize spousal benefits, and how to create life-long income.  These unique classes are based on academic and government research.  Taught by Certified Financial Planner™ Jo-Ann Holst.  Refreshments and complimentary planning materials will be provided.  There is not cost to attend and nothing will be sold.  RSVP 720-287-5880.

Location 1st Bank Belmar, 550 S. Wadsworth, Lakewood 80226
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