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Maximizing Social Security Benefits

Blom & Associates, Inc.

Thursday, January 19, 2017 from 6:30 PM to 7:30 PM (PST)

Maximizing Social Security Benefits

Ticket Information

Type End Quantity
General Registration 15h 32m Free  

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Event Details

For most retirees, Social Security benefits are the cornerstone of their income strategies and account for a significant percentage of their income. It’s absolutely critical to plan ahead now so you can identify and implement the best Social Security claiming strategy and make the most of this invaluable presentation.

This important seminar “Understanding your Social Security Options” will help you make an educated decision regarding your social security claiming options. This one-hour presentation will cover:

  • Knowing and understanding your claiming options

  • Deciding when to take benefits

  • Maximizing your spousal benefits

  • How your government pension affects your social security benefits – WEP/GPO

  • Divorced / Widowed / Single – you might be surprised what’s available

  • Consequences of drawing social security benefits while still employed

  • Can I still File & Suspend?

 

No Cost Seminar Hosted By:

                                                         
Speaker:

Gary G. Blom, CRPC
LPL Registered Principal




About the speaker

Gary Blom is the founder and owner of Blom & Associates, a financial services company focused on helping individuals and families navigate the myriad of financial issues they face over their lifetimes. Prior to establishing his firm, Gary spent 10 years at Merrill Lynch in Modesto after which, he decided to become an independent financial advisor starting his own firm in 2009.
 
His passion is helping people in four distinct areas of financial planning; 1) Retirement Planning with an emphasis on social security, Medicare. 2) Investment Management that tailors individual’s portfolios to their specific needs and risk tolerances. 3) College planning that focuses on saving on college tuition in addition to for college. 4) Life Insurance -protecting families from financial hardship.

Gary G. Blom is a Registered Principal with, and Securities offered through LPL Financial, memeber FINRA/SIPC.

Investments offered by Blom & Associates are not NCUSIF Insured, not a Mocse credit Union deposit product, not Mocse Credit Union guaranteed.

Have questions about Maximizing Social Security Benefits? Contact Blom & Associates, Inc.

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When & Where


Mocse Credit Union
3600 Coffee Road
Modesto, CA 95355

Thursday, January 19, 2017 from 6:30 PM to 7:30 PM (PST)


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Organizer

Blom & Associates, Inc.

At Blom & Associates, we believe people ultimately work, save and invest to build a LIFE for themselves and their families. After all, it's the people in our lives that matter most to us.

Financial planning is not simply adding financial products to your portfolio, but planning wisely for life and the people you care about. It's about having a plan unique to your economic and life situation. It's about being confidently prepared for life's important decisions.

Our goal is to make a genuine difference in our client's lives through knowing them and understanding their goals. In this way we become more than planners, but financial partners in helping you navigate the financial challenges of life. Our promise to every client is to always be available and provide objective guidance and advice so they can make informed decisions with confidence.

 

Retirement Planning • Investments • Life Insurance • College Planning

 

Blom & Associates,Inc.| (209) 857-5207 | www.blomassociates.com

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