A Guide to Maximizing Your Social Security Benefits in Milford, CT

185 Plains Rd,Milford CT 06461

21 September, 2021

Description

Join us for refreshments and an educational workshop on Maximizing your Social Security Benefits. COVID - Safe Precautions are in place. This Educational Workshop Will Provide You With Much Needed Information To Help You Understand How Social Security Works. After This Class, You Will Be Able To Make Informed Decisions About Social Security And Understand How The Elections You Make Will Affect Your Monthly Benefits. TOPICS WE WILL DISCUSS: How did new Social Security Laws affect your retirement strategy?Is "File and Suspend" really gone?Why waiting to take Social Security may or may not be your best move.What happens if your spouse is still working?What if you still are or want to work part-time?What if you are divorced or widowed?How to maximize your Social Security benefits.How you can reduce taxes on Social SecurityAS A BONUS, WE WILL ALSO COVER THESE IMPORTANT TOPICS: How to potentially reduce taxation on your Social Security after you start receiving your benefits.How you can potentially fill the gap between Social Security and your desired Retirement Income.How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.Learn strategies that teach you how to structure RMD's Tax Efficiently.FREQUENTLY ASKED QUESTIONS: Is there a cost to attend? No, there is no cost to attend. Do I need to bring anything? No, you will be provided with pen and paper to take notes. Will any investments or investment products be discussed? No there will not be any discussion of any investments whatsoever. Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure. Is this sponsored by the Social Security administration? Milford Financial is not affiliated with the Social Security administration or any other government agency. DISCLAIMER: This e-mail and any attachments are intended only for the individual or company to whom it is addressed and may contain information which is privileged, confidential and prohibited from disclosure or unauthorized use under applicable law. If you are not the intended recipient of the e-mail, you are hereby notified that any use, dissemination, or copying of this e-mail or the information contained in this e-mail is strictly prohibited by the sender. If you have received this transmission in error, please return the material received to the sender and delete all copies from your system. Investment advisory and financial planning services are offered through Alphastar Capital Management LLC (“Alphastar”), a SEC registered investment adviser. Milford Financial and Alphastar Capital Management, LLC are separate and independent entities. Milford Financial offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Milford Financial and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar. Please do not use email to request, authorize, or effect the purchase or sale of any security or insurance product or service, to send fund transfer instructions, or to affect any other transactions, as Alphastar is not authorized to accept these requests in electronic format. Any such requests, orders, or transactions sent via email will not be accepted and will not be processed. Alphastar outgoing and incoming email is electronically archived and recorded and is subject to review, monitoring and/or disclosure to someone other than the recipient. The transmission of information via email is not completely secure, and Alphastar cannot guarantee the security of personal information transmitted through email. All communications by Alphastar or any of its managers, officers, employees, representatives, affiliates or agents, are modified by the Terms of Use posted on www.alphastarcm.com. Scott Jacob - Partner203-780-2002 | [email protected] Scott has been in the financial services industry for over 15 years. He, specializes in retirement income, wealth management. As well as risks in retirement avoidance solutions. Scott also works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs. Scott holds a FINRA Series 6 and 63 Registration and is Life & Health insurance licensed in most states. Scott holds the designation of ChFC, (Chartered Financial Consultant), CLTC (Certified Long Term Care Consultant) and NSSA Certification (National Social Security Advisors).  As well as being a member of the prestigious National Society of Financial Educators.  Scott is a graduate of Fairfield Prep where he played varsity hockey for 4 years. Scott graduated from Johnson & Wales University where he earned his bachelor’s degree while also playing Hockey for four years. Scott was recently inducted to the Johnson & Wales Athletic Hall Of Fame (class 2005, Hockey). Scott lives in Milford, Connecticut with his wife Lianne and their daughters Alexa and Darcy. Scott enjoys playing golf, skiing and spending time with his family while being an active part of the community Brian Bach - Partner203-780-2001 | [email protected] With over 30 years of experience, Brian has dedicated his career to providing a high level of quality financial counsel and outstanding client service. Brian helps his clients build and protect wealth by helping to maximize the value of their assets and enhancing their protection through strategically integrated and holistic solutions, helping them to achieve financial success. Brian also works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs. Brian holds a FINRA Series 7,6, 63 and 65 Registration and is Life & Health insurance licensed in most states. As well as being a member of the prestigious National Society of Financial Educators.  Brian has received numerous industry awards at the highest levels, as well as being an active member in several local Chambers of commerce, Business Networking International, and The Connecticut Estate and Planning Council. Brian lives in Milford, Connecticut with his wife Caryn and their son Alexander. Together they enjoy sailing, skiing, hiking, and camping around the North East.