Broker Check

Thank You For Registering!

Webinar starts in:
0
days
0
hours
0
minutes
0
seconds

Getting The Most From Social Security & Maximizing Your Retirement Income 

We look forward to meeting online. Feel free to come with questions ready - there will be a Q&A box for you to utilize during the event.

This page will redirect you when the webinar time comes - or you can use the link that was emailed (and/or texted) to you. 

About The Presenter

About The Presenter

Jake began his career in the financial services industry at Wells Fargo over a decade ago, helping his clients plan for their financial future with their goals in mind.

Jake welcomes the opportunity to work with you to learn more about your current financial situation, as well as any future financial needs you anticipate. 

Is there a cost to the Social Security webinar?

No cost - we are here to educate.   

Will the webinar provide specific investment advice?

The webinar will not provide personalized financial advice. This webinar in particular focuses on how to potentially reduce taxes through the use of strategic planning. While investments are a financial planning tool, this webinar will not be investment-specific.

What if I have specific questions?

During the actual webinar, we can't address individual circumastances. There will be a a Q&A available for any general educational questions, we may reference outside resources, and if you want to have a conversation about your specific situation, we offer complimentary consultations!