Workshops

Join Erik Brenner at Innovation Park for hors d'oeuvres and discussion. Erik will be presenting some strategies and answering questions on Savvy Social Security Planning.

At this workshop you will learn: five factors to consider when deciding to apply for benefits; when it makes sense to delay benefits — and when it does not; why you should always check your earnings record for accuracy; how to estimate your benefits; innovative strategies for coordinating benefits with your spouse; how to minimize taxes on Social Security benefits; how to coordinate Social Security with your other forms of retirement income.

The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime. If you have at least $250,000 in investable assets, you don’t want to miss this valuable workshop. Seating is limited. Call today to reserve a free spot for you and your friends.

Savvy Social Security Planning

Thursday, October 17th , 6:30pm

Innovation Park
(Leighton @ Quinn building)
Room 105
1400 East Angela Boulevard
South Bend, IN 46617

Cost: $0

Register Today!

Savvy Social Security Planning

Monday, October 21st, 6:30pm

Innovation Park
(Leighton & Quinn building)
Room 206
1400 East Angela Boulevard
South Bend, IN 46617

Cost: $0

Register Today!