| seminar |

Social Security
for almost-retirees

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One of the most important decisions you need to make before you retire is when to claim Social Security benefits.

Many retirees apply for Social Security before reaching full retirement age. But by doing so, they may significantly and permanently reduce the benefits that they – and possibly their spouses – could receive over a lifetime. 

Social Security provides not only a guaranteed income stream, but also longevity protection, spousal protection, and some inflation protection. It may be the closest thing you receive to a traditional pension. 

Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. The concepts discussed in this seminar are most suitable for those with investable assets of $100k or more. 

Join us from 6:30-8:00PM on your chosen date below for this Social Security workshop at either the Appleton or Waupaca seminar locations.

at our workshop we'll focus on answering questions about:

we'll focus on:

Register for the FREE Retirement workshop:

Social Security Seminar

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APPLETON | February 20 OR 22

Join the Next Third Retirement Coaching Team for this FREE Seminar at the D.J. Bordini Center on the Fox Valley Technical College Campus.

There is no cost to attend this program. You also have the option of requesting a no-obligation, follow-up appointment if you have more detailed questions than we will address at the larger workshop.

Please note: The D.J. Bordini Center is located across Bluemound Dr. from the main Fox Valley Technical College campus building.

Please be aware this educational course was developed for people planning for retirement with at least $250,000 in investable assets.

WAUPACA | February 27

Join the Next Third Retirement Coaching Team for this FREE Seminar at the Waupaca Regional Center, part of the Fox Valley Technical College Campus System.

There is no cost to attend this program. You also have the option of requesting a no-obligation, follow-up appointment if you have more detailed questions than we will address at the larger workshop.

Please be aware this educational course was developed for people planning for retirement with at least $250,000 in investable assets.

Mutual funds, ETFs, variable annuities, and variable universal life insurance are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, ETF, variable annuity contract, or variable universal life insurance policy and the underlying investment options, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding to invest.

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Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Paul Hoffman, CFP®, LPL Financial Advisor, Next Third Retirement Coaching 2009 S. Memorial Drive. Appleton, WI 54915 |  paul.hoffman@nextthird.com  |  920.733.4453  |   www.nextthird.com
Next Third Retirement Coaching and LPL Financial are separate entities. LPL does not provide tax advice or services. Please consult your tax advisor regarding your specific situation.

This seminar is not intended to be a substitute for specific individualized tax advice. Neither LPL Financial, nor its registered representatives, offer tax or legal advice. We recommend you discuss your specific situation with a qualified tax or legal advisor.

Alternative Meeting Options

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