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Social Security Class: February 7th or February 9th

Taxes in Retirement Class: February 9th

Senior Retirement Couple Husband Wife Concept
chick fil a dinner social security seminar

SOCIAL SECURITY CLASS
February 7th, 6:30 pm
February 9th, 10:30 am

TAXES IN RETIREMENT CLASS
February 9th, 12:15 pm

WHAT you will learn at this class

  • How to maximize your Social Security benefits
  • How to make sure you aren't leaving tens of thousands of dollars on the table
  • How to find the best fit for Social Security in your retirement plan
  • How to minimize your Social Security taxes
  • How survivor's and spousal benefits work

To register for the Social Security class or Taxes in Retirement class call 303-694-1600 or fill out the form. 

Register

This Social Security class will teach you how to get the most out of your Social Security benefits. Social Security is a fundamental part of your retirement plan. You need to understand what your filing options are so you can make the best decision to match your plans for retirement. 

Presidential Wealth Management has educated thousands of Coloradans along the Front Range at our free financial education classes. Our Social Security workshop is our most popular presentation.

The class will typically take an hour to cover core concepts and the basics of Social Security strategies. After the presentation, your presenters will take questions from the audience. 

ChiCk-Fil-A will cater both dates. On the evening of February 7th a free dinner will be provided and lunch will be provided on February 9th. 

This is not a sales presentation. Our workshops are a public service to the community and all are welcome to attend. If you know of family members, friends, or co-workers who could benefit from the workshop, feel free to invite them.

YOUR PRESENTERS

DENVER:

Jason mcbride

Discipline, common sense, and adaptability characterize Senior Vice President Jason McBride’s approach to client care. His philosophy is that having a strategy and a plan are paramount to making progress in life, financial and otherwise.

Jason concerns himself with the overall financial well-being of the people he works with, helping them understand ways to achieve long term stability of their income and principal, and implementing common sense yet highly sophisticated strategies. He is dedicated to helping his clients make informed and carefully considered investment decisions to enhance their financial strength.

He believes that too many advisors continue to focus on only one aspect of investing—the accumulation of assets, while many investors today are more concerned about how to protect existing assets to provide certainty through retirement and beyond. Today, Jason employs a comprehensive approach to investing that combines the most powerful features of income protection, portfolio construction, true diversification, and risk management.

Discipline, common sense, and adaptability characterize Senior Vice President Jason McBride’s approach to client care. His philosophy is that having a strategy and a plan are paramount to making progress in life, financial and otherwise.

Jason concerns himself with the overall financial well-being of the people he works with, helping them understand ways to achieve long term stability of their income and principal, and implementing common sense yet highly sophisticated strategies. He is dedicated to helping his clients make informed and carefully considered investment decisions to enhance their financial strength.

He believes that too many advisors continue to focus on only one aspect of investing—the accumulation of assets, while many investors today are more concerned about how to protect existing assets to provide certainty through retirement and beyond. Today, Jason employs a comprehensive approach to investing that combines the most powerful features of income protection, portfolio construction, true diversification, and risk management.

ALEXIS HERMAN

Alexis’ passion is partnering with her clients to assist them in achieving their short and long term financial goals. A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

Her commitment is to professionalism, working with her clients, and the implementation of unique, personal strategies and goals to help them form the foundation of a strong financial future.

When Alexis meets with families and individuals, the conversations focus on them and their goals. To help establish the groundwork, the conversation may begin: Your financial plan must reflect the stage of life you’re in, whether purchasing a first home, financing a child’s college education or planning for retirement. Your plan must reflect your personal or business situation, and highlight those financial products that best fit it.

Alexis’ passion is partnering with her clients to assist them in achieving their short and long term financial goals. A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

Her commitment is to professionalism, working with her clients, and the implementation of unique, personal strategies and goals to help them form the foundation of a strong financial future.

When Alexis meets with families and individuals, the conversations focus on them and their goals. To help establish the groundwork, the conversation may begin: Your financial plan must reflect the stage of life you’re in, whether purchasing a first home, financing a child’s college education or planning for retirement. Your plan must reflect your personal or business situation, and highlight those financial products that best fit it.

Quadrant Building
5445 DTC Pkwy
Greenwood Village, CO