03/27/13 Social Security Planning for Baby Boomers
Grand Rapids, MI
San Francisco, California
London, United Kingdom
FREE WORKSHOP Presented on 03/27/13 by "Your Social Security Expert",
Patrick Newcombe, CFP®. FOR AGES 55+ Learn the basics plus unique strategies and why it is so important to know your choices BEFORE you decide. Don't leave HUGE sums of $$$ on the table. Register HERE/NOW. Choose 10 AM or 2 PM session OR call 616.235.2442. If this date is not good for you, please call & ask us to notify you of upcoming sessions.
Dominican Center at Marywood
2025 Fulton Street East
Patrick Newcombe, VP, Calder Investment Advisors
Pat has been helping clients make smart financial decisions for over 20 years. One of his specialties is Retirement Income Planning. Helping clients optimize their Social Security income election is critical to that process. When it comes to Social Security (and Medicare), Pat is an absolute expert. He educates his clients and other Financial, Legal and Tax advisors about the complex issues and rules impacting Social Security income planning. He loves to help people:
- Save valuable time,
- Avoid costly mistakes and
- Get all they deserve.