Fox Valley Technical College - D.J. Bordini Center

Fox Valley Technical College - D.J. Bordini Center is not a sponsor or affiliated with this seminar in any way. If you have any questions, please call 844-567-7760.

5 N. Systems Dr., Appleton, WI 54914

VIEW MAP & DIRECTIONS
Register Now

Sign up today!
No Charge to Attend!

“A leading educational resource for those nearing retirement”

Join us for an educational seminar where we'll focus on:

  • Changes to Social Security filing strategies

  • How married couples can help enhance their combined monthly and lifetime benefits

  • How to claim retroactive benefits as a lump sum

  • The effect of remarriage on survivor benefits for widowed and divorced spouses

  • Five factors that could reduce the actual payments you receive

  • Social Security is giving a raise in 2023. But what if this pushes you into a higher tax bracket?

  • Why the 2023 wage base limit raise could cost you in additional taxes

“A leading educational resource for those nearing retirement”

One of the most important decisions you need to make before you retire is when to claim Social Security benefits.

Many retirees apply for Social Security before reaching full retirement age. But by doing so, they may significantly and permanently reduce the benefits that they — and possibly their spouses — could receive over a lifetime.

Social Security provides not only a guaranteed income stream but also longevity protection, spousal protection, and some inflation protection. It may be the closest thing you receive to a traditional pension.

Whether you're single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. The concepts discussed in this course are most suitable for those with investable assets of $100k or more.

Join us at the Fox Valley Technical College - D.J. Bordini Center covering Social Security Workshop on June 13 from 11:00 AM - 12:00 PM or June 15 from 6:00 PM - 7:00 PM.

Sign up today!
No Charge to Attend!

Register Now

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Social Security 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.

By registering, you agree to our Privacy Policy.

Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA/SIPC. True North Financial Partners is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, True North Financial Partners, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor. Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any governmental agency. White Glove and Enlighten 567 are not affiliates of OneAmerica Securities and are not OneAmerica companies. Do not transmit orders regarding your OneAmerica Securities, Inc. account via e-mail. OneAmerica Securities, Inc. and True North Financial Partners will not be responsible for carrying out orders and or instructions. This e-mail message is intended only for the use of the individual or entity to which the transmission is addressed. Any interception may be a violation of law. If you are not the intended recipient, any dissemination, distribution or copying of this e-mail is strictly prohibited. If you are not the intended recipient, please contact the sender by reply e-mail and destroy all copies of the document.
Register Now