12/3/2019

SOCIAL SECURITY SAVVY: POULSBO

6:00pm - 7:30pm

Kitsap Regional Library Poulsbo, 700 NE Lincoln Rd, Poulsbo, WA

Event Details

12/3/2019

SOCIAL SECURITY SAVVY: POULSBO

Join us Tuesday, December 3rd for a FREE educational workshop where you'll learn retirement income-enhancing strategies that can help you maximize your hard-earned benefits. If you're 1-10 years away from retirement, this workshop will help you learn how to avoid common mistakes filing for benefits, how married couples can optimize their combined benefits, and how to maximize spousal survivor benefits.

    Presenter: David W. Noble, Investment Executive
    David has advanced training in Social Security benefits
    Co-Presenter: Crystal McMahon, Financial Planner and Founder


Reserved Seating tickets are available now! 


This workshop and its presenters are not affiliated with the Social Security Administration. This workshop is for general education, no products will be sold.

6:00pm - 7:30pm

Kitsap Regional Library Poulsbo, 700 NE Lincoln Rd, Poulsbo, WA

How will you retire comfortably?

Who will pay for your future - your boss, your business, Social Security or...the Lottery? 


What if you could create a Lifetime Income Stream that acts like a pension or Social Security, would that make a difference? 

To help you reach your goals, we help you:

Invest and save for your future

Create your own personal pension

Protect your financial future

Plan for taxes*

Prepare for retirement

Our Services

Fee-Only Financial Planning

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Our Financial Planner can help you build 

a comprehensive financial roadmap that factors in your savings rate, debt, household expenses, investing style, tax rates and and the impacts of inflation. We can also help motivate you to reach long-term financial goals that you may be putting off.   

Retirement Income Planning

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 In your 50's and 60's, it's even more important to make sure you're on track for retirement. We focus on helping you build a personal pension that can pay your bills and give you more of the lifestyle that you've worked so hard for.  We'll also run a Medicare and Social Security analysis, and discuss tax planning strategies that can help maximize your benefits.  

Risk Management & Insurance

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 Life can bring unexpected events that we wish we could have planned for. We help you identify the risks to your financial future, and show you how to protect yourself and your family. With life insurance or long-term care funding options from several top-rated companies we work with, you can have more peace of mind and focus on what's important.  

Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc.,  Member FINRA/SIPC and an SEC Registered Investment Advisor.     

http://brokercheck.finra.org/  

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein.  We may only offer services in states in which we have been properly registered or are exempt from registration.  Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you. 


*Great Life Planning does not provide specific tax advice, please contact your tax advisor for assistance. 


Financial Advisor | Financial Planning | Retirement Planning