Social Security, Retirement, & Estate Planning Seminar

2800 New Germany Trebein Road,Beavercreek OH 45431

26 August, 2021

Description

If you are retired or approaching retirement, attend this educational seminar on Social Security, Retirement planning and Estate planning. Topics will include: Social Security claiming strategies to maximize your benefit and your spouse's benefit.The rules on claiming Social Security from your ex-spouse.The rules on claiming Social Security from your deceased spouse.The rules that apply if you or your spouse worked in the public sector and is subject to the Windfall Elimination Provision. Strategies to minimize taxes on your retirement accounts or even withdraw from your accounts tax free!How to not burden your spouse or children with the tax time-bomb built up in your retirement accounts. Estate planning tips everyone should follow. Essential estate planning documents everyone should haveThe pros and cons of using a Trust. How to protect your assets from lawsuits and catastrophic medical expenses. Join us to learn about these topics and more at our live seminar held in Beavercreek, Ohio. Register now! Seating is limited by room size and the seating policy of the venue. Protecting Ohio Families For Over 35 Years About Your Hosts: Dan Vu & Jacob Sansom Dan is one of only 26 attorneys in Ohio that are dually certified by the National Elder Law Foundation (NELF) as a Certified Elder Law Attorney and the Ohio State Bar Association as a Specialist in the Area of Elder Law. Jacob Sansom is a financial advisor and Vice-President of Cooper, Adel, Vu Financial. Jacob assists the firm’s clients in developing and executing comprehensive tax and retirement plans. He has a Bachelor of Science in Business and Economics and an Associate in Accounting degree. He has completed Series 7, 63 and 65 securities examinations and is also licensed for Ohio life and health insurance. Privacy Policy & Terms of Use This is not a part of Facebook and is not endorsed by Facebook Inc. Providing your phone number allows us to confirm reservations and text a reminder. Messaging & data rates may apply.