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"
Tax Summit Workshop
The New secure act legislation & new rules to retirement
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.
No charge. No sales pitch. Educational only.

May 30th, 6:00 p.m. - 7:00 p.m.

4585 Hilton Parkway
Colorado Springs, CO 80907
We will discuss...
  • 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?
Free Special Event Workshop...
"LEARN LITTLE-KNOWN
SOCIAL SECURITY STRATEGIES
THAT MAY MAXIMIZE YOUR BENEFITS"
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 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 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 

May 30th, 6:00 p.m. - 7:00 p.m.

4585 Hilton Parkway
Colorado Springs, CO 80907
We will discuss...
  • 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?
Free Special Event Workshop...
"LEARN LITTLE-KNOWN
SOCIAL SECURITY STRATEGIES
THAT MAY MAXIMIZE YOUR BENEFITS"
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?

May 30th, 6:00 p.m. - 7:00 p.m.

4585 Hilton Parkway
Colorado Springs, CO 80907
We will discuss...
  • 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?
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. 

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.

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