Transforming Social Security into a Winning Investment

Free Lunch Presentation for Dallas Clients

Choices you make in your 50s and 60s about Social Security can mean the difference of plus or minus thousands of dollars to your retirement income. Join us for a complimentary educational luncheon as our speaker unveils the secrets of social security planning.  You’ll take away valuable information on timing, merging benefits with existing work, income tax and spousal or ex-spousal benefits.

September 24, 2015

11:30 a.m. – 1:15 p.m.

Maggiano’s NorthPark Center

205 NorthPark Center │ Dallas, TX 75225

Seating is limited and reservations are required. Please RSVP by September 18, 2015.