A “Proactive” approach to your financial and tax planning instead of a “Reactive” approach can produce better results!

Please join us for our Social Security Planning Webinar presented by WillowTrusts Jim Nowak!

At this workshop you will learn… 

• 5 factors to consider when deciding to apply for benefits
• When it makes sense to delay benefits—and when it does not
• Why you should always check your earnings record for accuracy
• How to estimate your benefits
• Innovative strategies for coordinating benefits with your spouse
• How to minimize taxes on Social Security benefits
• How to coordinate Social Security with your other forms of retirement income

The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime.

Don’t miss this valuable workshop designed especially for baby boomers.

Invite a friend! Guests are welcome!!