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Social Security: Preparing for Retirement

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Bill Gevov, CIMA®, Senior Regional Consultant, and Jack Wood, C(k)P®, CPFA® Defined Contribution Senior Specialist - MFS

Sentinel Wealth Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

During this complimentary session, we’ll address important components of Social Security benefits. We'll talk about how Social Security benefits are calculated and discuss options for anyone who has ever been married, as well as the role of taxes and your retirement plan. We’ll also look at the newly passed Social Security Fairness Act, which may increase Social Security benefits for people with anon-covered pension through the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

To reserve a spot: call us at 909.860.1560 or email us at simonne.pickard@ampf.com
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Lee Dover, CA Insurance #0684538, Lee Dover, AR Insurance License #0780945, Vedran Kaluderovic, CA Insurance License #0E35387, Ivan Kan, CA Insurance License#0F32813, Andre Logan, CA Insurance License #0I68239, Robert Smotherman, CA Insurance License #0786976, Stephen Tarin, CA Insurance License #0E97141, Eric Glade, CA Insurance License #0B16057, Bryan Perez, CA Insurance License#4373595, Luke Frasso, CA Insurance #4372450, Gregory Sander, CA Insurance#0684538, Carl Davis, CA Insurance #0A79228, Jennifer Embler, CA Insurance License #0D26300

This is an informational seminar. There is no cost or obligation.

Always consult a Social Security agent or attorney regarding your specific Social Security decisions.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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