Upcoming events

Social Security: Preparing for Retirement

PDT

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Caleb Rocconi, CFA, Regional Consultant - MFS

Harvest Wealth Advisors

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 atthe newly passed Social Security Fairness Act,which may increase Social Security benefits for people with a non-covered pension through the elimination of the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).

To reserve a spot: call us at 503.573.8138 or email us at megan.l.carlson@ampf.com
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MFS is not affiliated with Ameriprise Financial, LLC

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