During this educational seminar, Tim Mattern NSSA® will teach key facts about the social security program, including:
Receiving benefits while workingChoosing the right time to fileHow benefits are calculatedProvisional incomeTax implicationsOptions for spousesOptions for ex-spouses“Understanding Social Security” is an education-only event. No investment-related topics will be discussed. It’s a no-cost, no-obligation event.
About Tim Mattern:
Tim Mattern NSSA® has earned the National Social Security Advisor certificate from the National Social Security Association LLC in Cincinnati.
The NSSA certificate promotes advanced Social Security education providing Mattern with the knowledge to counsel clients on the best way to claim Social Security benefits in order to optimize lifetime Social Security income. With this training, Tim can guide clients through the many Social Security options that are available. NSSA advisors are uniquely qualified to help the growing numbers of baby boomers. The program is the gold standard in Social Security certification and training in the nation.
He holds a Series 7 (General Securities Representative) and 66 (NASAA-Uniform Combined State Law Exam) license.
Investment services are offered by Tim Mattern through his affiliation with Avantax Investment Services®.
Tim Mattern - Registered Representatives - Securities offered through Avantax Investment Services®, Member FINRA/SIPC, Advisory services offered through Avantax Advisory Services®, Insurance services offered through an Avantax affiliated insurance agency.
Taatjes Financial Group is not a registered broker/dealer or registered investment advisory firm.
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