Broker Check
26 July
Social Security Planning Public Zoom Class


With pensions all but gone, interest rates at record lows, and a volatile stock market, decisions regarding social security income may be the most important decision made in retirement. There are many strategies to optimize this income as well as positioning your portfolio to “bridge the gap’ between now and the first payment from social security. This topic is designed to begin the conversation between you and your advisors in order to optimize your investment and income strategy as you head into retirement.

Date and Time

Wed, Jul 26, 2023

3:00p - 4:30p MST




Join Zoom Meeting Meeting ID: 849 7536 2867 Passcode: 749188


Event Registration