Free

Mistakes 99% of Retirees Make

Event Information

Share this event

Date and Time

Location

Location

Vestavia Hills Library

1221 Montgomery Highway

Vestavia Hills, AL 35216

View Map

Friends Who Are Going
Event description

Description

Attend this COMPLIMENTARY, one hour Social Security workshop to learn:

  • Optimal filing strategies for - Married couples, single, divorced, widows.
  • How to avoid taxation of your social security.
  • What is YOUR ideal age to file.
  • Why coordinating your SS and retirement benefits may save you thousands.
  • Nothing will be sold during this event

This workshop is presented by Philip Wilson of Wilson Financial Group. Alabama's leader in Social Security planning and a practicing financial advisor since 1989, in Homewood, AL. He has a number of professional certifications in planning areas and one certification (CSSCS) is earned by advisors who have demonstrated expertise in planning for Social Security. As of 8/16, Philip was the only advisor in the state of Alabama with this certification and one of less than 25 across the country.

Investment Advisor Representative of Investment Advisors, a Registered Investment Advisor and division of Proequities, Inc. securities offered through ProEquities, Inc. a Registered Broker-Dealer, Member FINRA and SIPC Wilson Financial Group is independent of ProEquities.


Share with friends

Date and Time

Location

Vestavia Hills Library

1221 Montgomery Highway

Vestavia Hills, AL 35216

View Map

Save This Event

Event Saved