Register Your Spot Now
Enter Your Email Address To Register...
* we will email you an hour before the event so you won't miss any of it! *
Mission One Million
For anyone who wants to get control of their money and create financial independence for themselves and their family.
College Without Student Loans
Get the book and a free 15 minute consultation with author Dave Smith and learn how to save $50,000 or more per student!
Mission One Million
For anyone who wants to get control of their money and create financial independence for themselves and their family.
College Without Student Loans
Get the book and a free 15 minute consultation with author Dave Smith and learn how to save $50,000 or more per student!
Free Special Event Workshop...
"LEARN LITTLE-KNOWN
SOCIAL SECURITY STRATEGIES
THAT MAY MAXIMIZE YOUR BENEFITS"
... (Including Your Mortgage and School Loans!) in as little as 6-9 years!"
Tax Summit Workshop
The New secure act legislation & new rules to retirement
... (Including Your Mortgage and School Loans!) in as little as 6-9 years!"
Tax Summit Workshop
The New secure act legislation & new rules to retirement
... (Including Your Mortgage and School Loans!) in as little as 6-9 years!"
No charge. No sales pitch. Educational only.
... (Including Your Mortgage and School Loans!) in as little as 6-9 years!"
Free Special Event Workshop...
"How to Rapidly Get Out of Debt...
... (Including Your Mortgage and School Loans!) in as little as 6-9 years!"
May 30th, 6:00 p.m. - 7:00 p.m.
4585 Hilton Parkway
Colorado Springs, CO 80907
We will discuss...
- 7 Steps to effective money management
- How to get out of debt within about 9 years—without spending any additional money!
- How to keep (and not lose!) the money you currently have
- How to improve your cash flow and get out of living month-to-month
- A real-life step-by-step example of how an average couple got free from ALL lenders in 7.8 years and grew their retirement savings to over $1Million!
- How to potentially avoid some of the most common mistakes when filing for your Social Security Benefits
- New strategies you didn’t know were available to you
- The hundreds of different ways Social Security can be claimed
- How Survivor Benefits work
- How to collect based on an ex-spouse’s benefit
- Find potential benefits you never knew you were eligible for
- Potentially increase your lifetime benefits by tens of thousands of dollars
REGISTER TODAY
Are others coming with you?
Anything you would like Greg to know before the workshop?
** Plus - Get A FREE copy of My Family Financial Miracle Just For Registering For The Web Class Today!
Free Special Event Workshop...
"LEARN LITTLE-KNOWN
SOCIAL SECURITY STRATEGIES
THAT MAY MAXIMIZE YOUR BENEFITS"
... (Including Your Mortgage and School Loans!) in as little as 6-9 years!"
Tax Summit Workshop
The New secure act legislation & new rules to retirement
... (Including Your Mortgage and School Loans!) in as little as 6-9 years!"
RETIREMENT PLANNING 101
A free 2.5-hour, intensive, hands-on retirement financial planning class held at Colleges and Universities throughout the Charlotte, NC metro area.
... (Including Your Mortgage and School Loans!) in as little as 6-9 years!"
No charge. No sales pitch. Educational only.
... (Including Your Mortgage and School Loans!) in as little as 6-9 years!"
Free Special Event Workshop...
"How to Rapidly Get Out of Debt...
... (Including Your Mortgage and School Loans!) in as little as 6-9 years!"
May 30th, 6:00 p.m. - 7:00 p.m.
4585 Hilton Parkway
Colorado Springs, CO 80907
We will discuss...
- 7 Steps to effective money management
- How to get out of debt within about 9 years—without spending any additional money!
- How to keep (and not lose!) the money you currently have
- How to improve your cash flow and get out of living month-to-month
- A real-life step-by-step example of how an average couple got free from ALL lenders in 7.8 years and grew their retirement savings to over $1Million!
- How to potentially avoid some of the most common mistakes when filing for your Social Security Benefits
- New strategies you didn’t know were available to you
- The hundreds of different ways Social Security can be claimed
- How Survivor Benefits work
- How to collect based on an ex-spouse’s benefit
- Find potential benefits you never knew you were eligible for
- Potentially increase your lifetime benefits by tens of thousands of dollars
REGISTER TODAY
Are others coming with you?
Anything you would like Greg to know before the workshop?
** Plus - Get A FREE copy of My Family Financial Miracle Just For Registering For The Web Class Today!
Free Special Event Workshop...
"LEARN LITTLE-KNOWN
SOCIAL SECURITY STRATEGIES
THAT MAY MAXIMIZE YOUR BENEFITS"
... (Including Your Mortgage and School Loans!) in as little as 6-9 years!"
Queens University
Sports & Conference Complex
If you have any questions please call (704) 543-6269.
2229 Tyvola Rd, Room A
Charlotte NC 28210
Or Call 24/7
SEATING IS LIMITED, THERE ARE NO COSTS OF ANY KIND, AND NO OBLIGATION.
OR
Or Call 24/7
Charlotte Morrison Regional Library
If you have any questions please call (704) 543-6269.
7015 Morrison Blvd
Charlotte, NC 28211
Or Call 24/7
SEATING IS LIMITED, THERE ARE NO COSTS OF ANY KIND, AND NO OBLIGATION.
OR
Or Call 24/7
UNC Charlotte
If you have any questions please call (704) 543-6269.
CONE UNIVERSTITY CENTER
ROOM 208
Charlotte, NC 28223
Or Call
SEATING IS LIMITED, THERE ARE NO COSTS OF ANY KIND, AND NO OBLIGATION.
OR
Or Call
Free Special Event Workshop...
"How to Rapidly Get Out of Debt...
... (Including Your Mortgage and School Loans!) in as little as 6-9 years!"
May 30th, 6:00 p.m. - 7:00 p.m.
4585 Hilton Parkway
Colorado Springs, CO 80907
We will discuss...
- 7 Steps to effective money management
- How to get out of debt within about 9 years—without spending any additional money!
- How to keep (and not lose!) the money you currently have
- How to improve your cash flow and get out of living month-to-month
- A real-life step-by-step example of how an average couple got free from ALL lenders in 7.8 years and grew their retirement savings to over $1Million!
- How to potentially avoid some of the most common mistakes when filing for your Social Security Benefits
- New strategies you didn’t know were available to you
- The hundreds of different ways Social Security can be claimed
- How Survivor Benefits work
- How to collect based on an ex-spouse’s benefit
- Find potential benefits you never knew you were eligible for
- Potentially increase your lifetime benefits by tens of thousands of dollars
REGISTER TODAY
Are others coming with you?
Anything you would like Greg to know before the workshop?
** Plus - Get A FREE copy of My Family Financial Miracle Just For Registering For The Web Class Today!
Free Special Event Workshop...
"LEARN LITTLE-KNOWN
SOCIAL SECURITY STRATEGIES
THAT MAY MAXIMIZE YOUR BENEFITS"
... (Including Your Mortgage and School Loans!) in as little as 6-9 years!"
Attend this workshop and learn about:
- Understand the official new tax reform rules and their impact on your retirement
- Determine which investments could help build an income-producing portfolio
-
Utilize financial vehicles that could last a lifetime
- Adjust allocations for retirement & tax efficiency
-
Potentially protect your income and assets from the unexpected
- Prepare for a more comfortable and rewarding retirement lifestyle!
- Tap into your retirement accumulations and make the most of your income streams
- Addressing common threats to retiree portfolios
-
Find your optimal social security claiming strategy
Free Special Event Workshop...
"How to Rapidly Get Out of Debt...
... (Including Your Mortgage and School Loans!) in as little as 6-9 years!"
May 30th, 6:00 p.m. - 7:00 p.m.
4585 Hilton Parkway
Colorado Springs, CO 80907
We will discuss...
- 7 Steps to effective money management
- How to get out of debt within about 9 years—without spending any additional money!
- How to keep (and not lose!) the money you currently have
- How to improve your cash flow and get out of living month-to-month
- A real-life step-by-step example of how an average couple got free from ALL lenders in 7.8 years and grew their retirement savings to over $1Million!
- How to potentially avoid some of the most common mistakes when filing for your Social Security Benefits
- New strategies you didn’t know were available to you
- The hundreds of different ways Social Security can be claimed
- How Survivor Benefits work
- How to collect based on an ex-spouse’s benefit
- Find potential benefits you never knew you were eligible for
- Potentially increase your lifetime benefits by tens of thousands of dollars
REGISTER TODAY
Are others coming with you?
Anything you would like Greg to know before the workshop?
** Plus - Get A FREE copy of My Family Financial Miracle Just For Registering For The Web Class Today!
Join us at the 2nd Half Wealth Advisors Meeting Room for an informational Social Security Workshop on Thursday, May 30 from 6:00-7:00
Nearly nine out of ten people age 65 and older are receiving Social Security benefits. For 50% of married couples, and 71% of those unmarried, Social Security makes up more than 50% of their income.1
Attend Our Social Security Strategies Workshop! The concepts discussed in this course are most suitable for those with investable assets of $100k or more. According to the Social Security Administration, in 2015, more than 28 million retired workers received a reduced benefit because they collected early.
In order to potentially maximize your retirement benefits, it’s crucial to coordinate your Social Security Benefits with your overall Retirement Income Strategy.
Free Special Event Workshop...
"LEARN LITTLE-KNOWN
SOCIAL SECURITY STRATEGIES
THAT MAY MAXIMIZE YOUR BENEFITS"
... (Including Your Mortgage and School Loans!) in as little as 6-9 years!"
How to retire with confidence!
Join Us For A Complimentary Three-Hour Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies.
About the class
Retirement Planning 101 is a hands-on, in-depth look into the many nuances of retirement financial planning. We don’t waste your time reviewing basic principles, we focus our time on the important topics you need to understand to build a successful retirement plan. We review actual case studies while allowing you the opportunity to ask specific questions.
Everyone who attends is eligible to receive a free, no-obligation, in-depth retirement plan.
RETIREMENT FINANCIAL PLANNING 101 SYLLABUS
I. Filling the Gaps In Retirement
• Gaps = “Income Problems”
• Health Care Options for Early Retirees
• Long Term Care
• What Happens After You Are Gone?
• Tax Analysis
II. Income Planning
• Inflation
• Market Volatility
• Losses Hurt You More Than Gains Help You
• Conflicts of Interest
• Fee-Based Fiduciaries
• What’s Your Income Stream?
• What Does Your Pension Look Like?
• Social Security
• Accumulation Phase
• Distribution Phase
• Retirement Income Myths
III. Case Studies
Your instructor will take you through a series of 5 case studies using anonymous data from existing client cases.
RETIREMENT FINANCIAL PLANNING 101 SYLLABUS
I. INCOME PLANNING
a. Social Security
i. What you need to know about recent changes.
ii. How to maximize benefits and when the deadlines are.
iii. Picking the strategy that’s right for you.
b. Pensions
i. How to pick the option that’s right for you.
ii. How to create a reliable income stream if you don’t have a pension.
c. Efficient Withdrawal Strategies
i. Learn about the SECURE Act 2.0 and how to coordinate taxable, tax-deferred, and tax-free investments.
II. FINANCIAL CONCERNS
a. Today’s market is uncertain; what now?
b. How to help protect your profits from a volatile market.
c. Preparing for inflation and taxes.
d. Understanding the differences between advisors.
e. Running out of money and strategies to help.
III. PREPARING FOR THE UNEXPECTED
a. How to determine your worst case scenario: Survivorship Planning.
b. Planning for longevity.
c. Health Care planning:
i. Options for early retirees.
ii. Medicare enrollment coverage and choices.
iii. Planning for long-term care and catastrophic illness.
d. What happens after you’re gone?
Free Special Event Workshop...
"How to Rapidly Get Out of Debt...
... (Including Your Mortgage and School Loans!) in as little as 6-9 years!"
May 30th, 6:00 p.m. - 7:00 p.m.
4585 Hilton Parkway
Colorado Springs, CO 80907
We will discuss...
- 7 Steps to effective money management
- How to get out of debt within about 9 years—without spending any additional money!
- How to keep (and not lose!) the money you currently have
- How to improve your cash flow and get out of living month-to-month
- A real-life step-by-step example of how an average couple got free from ALL lenders in 7.8 years and grew their retirement savings to over $1Million!
- How to potentially avoid some of the most common mistakes when filing for your Social Security Benefits
- New strategies you didn’t know were available to you
- The hundreds of different ways Social Security can be claimed
- How Survivor Benefits work
- How to collect based on an ex-spouse’s benefit
- Find potential benefits you never knew you were eligible for
- Potentially increase your lifetime benefits by tens of thousands of dollars
REGISTER TODAY
Are others coming with you?
Anything you would like Greg to know before the workshop?
** Plus - Get A FREE copy of My Family Financial Miracle Just For Registering For The Web Class Today!
Join us at the 2nd Half Wealth Advisors Meeting Room for an informational Social Security Workshop on Thursday, May 30 from 6:00-7:00
Nearly nine out of ten people age 65 and older are receiving Social Security benefits. For 50% of married couples, and 71% of those unmarried, Social Security makes up more than 50% of their income.1
Attend Our Social Security Strategies Workshop! The concepts discussed in this course are most suitable for those with investable assets of $100k or more. According to the Social Security Administration, in 2015, more than 28 million retired workers received a reduced benefit because they collected early.
In order to potentially maximize your retirement benefits, it’s crucial to coordinate your Social Security Benefits with your overall Retirement Income Strategy.
Free Special Event Workshop...
"LEARN LITTLE-KNOWN
SOCIAL SECURITY STRATEGIES
THAT MAY MAXIMIZE YOUR BENEFITS"
... (Including Your Mortgage and School Loans!) in as little as 6-9 years!"
Free Special Event Workshop...
"How to Rapidly Get Out of Debt...
... (Including Your Mortgage and School Loans!) in as little as 6-9 years!"
May 30th, 6:00 p.m. - 7:00 p.m.
4585 Hilton Parkway
Colorado Springs, CO 80907
We will discuss...
- 7 Steps to effective money management
- How to get out of debt within about 9 years—without spending any additional money!
- How to keep (and not lose!) the money you currently have
- How to improve your cash flow and get out of living month-to-month
- A real-life step-by-step example of how an average couple got free from ALL lenders in 7.8 years and grew their retirement savings to over $1Million!
- How to potentially avoid some of the most common mistakes when filing for your Social Security Benefits
- New strategies you didn’t know were available to you
- The hundreds of different ways Social Security can be claimed
- How Survivor Benefits work
- How to collect based on an ex-spouse’s benefit
- Find potential benefits you never knew you were eligible for
- Potentially increase your lifetime benefits by tens of thousands of dollars
REGISTER TODAY
Are others coming with you?
Anything you would like Greg to know before the workshop?
** Plus - Get A FREE copy of My Family Financial Miracle Just For Registering For The Web Class Today!
Join us at the 2nd Half Wealth Advisors Meeting Room for an informational Social Security Workshop on Thursday, May 30 from 6:00-7:00
Nearly nine out of ten people age 65 and older are receiving Social Security benefits. For 50% of married couples, and 71% of those unmarried, Social Security makes up more than 50% of their income.1
Attend Our Social Security Strategies Workshop! The concepts discussed in this course are most suitable for those with investable assets of $100k or more. According to the Social Security Administration, in 2015, more than 28 million retired workers received a reduced benefit because they collected early.
In order to potentially maximize your retirement benefits, it’s crucial to coordinate your Social Security Benefits with your overall Retirement Income Strategy.
Common FAQ's
Who is presenting?
The majority of our presenters are local professionals
who come from a financial background (CPAs, financial advisors, attorneys, insurance agents and other knowledgeable professionals). Social security benefits and taxes play an important role in your retirement income plan, along with your overall financial strategy. It only makes sense to learn from someone coming from a financial education.
Who is this for?
This educational course was developed for adults ages 45-70 with at least $150,000 of investable assets, but is not a requirement. There is no cost or obligation, but seating is limited so reserve your spot today!
Is there a sales pitch?
No, our seminars are strictly educational. While
presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any speaker during or after the seminar.
SEATING IS LIMITED, THERE ARE NO COSTS OF ANY KIND, AND NO OBLIGATION.
OR
Or Call 24/7
You will also learn...
- How to protect yourself and loved ones from Nursing Home expenses
- What the default Colorado Estate Plan is and why you want to avoid it
- Financial strategies to coordinate wealth building with your Estate Planning
- How to Minimize Taxes, Manage Market Risk AND Protect Your Legacy
- The best ways to ensure your values and legacy are passed on
- Keys to preserving family harmony during Estate Planning conversations
- Things to consider if your single, divorced or have a blended family
- How to make sure your assets get in the right hands (and stay there!)
- How to prepare for incapacitation
#1: Learn...
"How the Wealth Accelerator eliminates debt quickly and easily."
#2: Learn...
"Who the Wealth Accelerator is a good solution for... and who it isn't."
#3: Learn...
"How to get out of living month-to-month with your paycheck!"
#4: Learn More About...
"Common Planning Mistakes and How to Avoid Them."
#5: Learn More About...
"What to Do and How to Recover If You Feel You Don't Feel You Have a Good Retirement Plan."
** Plus - Get A FREE copy of My Family Financial Miracle Just For Registering For The Web Class Today!
This presentation is strictly informational. No products will be sold at this event. However, you may be invited to a follow-up financial review where financial and insurance products may be presented to offered. The presenter does not provide specific tax/legal advice and the information presented at this workshop should not be considered as such. You should always consult your tax/legal advisor regarding you own tax/legal situation.
If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.
This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Social Security 567 nor the Financial Advisor presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.
Securities offered through LPL Financial Member FINRA/SIPC. Social Security 567 and LPL Financial are separate entities. LPL Financial does not provide tax advice or services. Please consult your tax advisor regarding your specific situation. [Greg Young, 4585 Hilton Parkway, Suite 201, Colorado Springs, CO 80907 (719) 359-5692 ] Check the background of investment professionals on FINRA’s BrokerCheck.
COPYRIGHT © 2023 - ALL RIGHTS RESERVED
CUSTOM JAVASCRIPT / HTML