June 2018 Chapter Program Simulcast in Ft. Collins

June 22, 2018
11:30 AM MDT - 2:00 PM MDT
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Retirement & Estate Advisors, Inc. Office
4703 Boardwalk Drive, Bldg B, Suite 1
Ft. Collins, CO 80525
 Directions

Ft. Collins SIMULCAST LOCATION

 

Maximizing Social Security - What Every Retiree Needs To Know 

There are tens of thousands of Social Security claiming strategy permutations. However, there are a few strategies that all married or divorced individuals should know about. These strategies allow you to receive money from Social Security while still deferring your benefit! In short, you can get current income and a larger benefit – the best of two worlds! Don’t miss out on maximizing your Social Security benefits by not understanding your options.

Registrants will also recieve a copy of Jamie's book, Rewirement: Rewiring The Way You Think About Retirement!

Attendees can earn 1.5 CFP CE Hours and 1.0 hours of Insuance CE

Learning Obejectives:

  1. Better understand the taxation and funding of Social Security benefits.
  2. Review how to incorporate Social Security into a comprehensive retirement income plan.
  3. Examine some of the popular and less well known Social Security claiming strategies.

Jamie Hopkins, Esq., CFP, CLU, ChFC, RICP, LLM is a professor in the retirement income program, at The American College of Financial Services. He is also the Director of the New York Life Center for Retirement Income and writes about retirement planning for Forbes. Professor Hopkins has also been selected by the American Bar Association as one of the Top 40 Young Attorneys in the country and listed by InvestmentNews as one of the top 40 financial service professionals under the age of 40. He also sits on the board of directors of a technology company, ReverseVision, that serves the mortgage industry.

 

 

 

 

FPA of Colorado Cancellation Policy

Registration cancellation for a refund or a transfer to the next chapter meeting may be requested by no later than Noon on the Tuesday prior to the meeting date. No refunds or transfers will be issued after that date.

 

Emergency Action Plan

In the event of an emergency at our facility during one of our events, the Board of DIrectors of FPA of Colorado and the Wellshire have created a plan to try and ensure the safety of our attendees. Please read more and be prepared. 

 

Tickets

$40.00 FPA Non Members