Social Security Class: November 13th or November 15th

SOCIAL SECURITY CLASS

DENVER
LOVELAND

November 13th, 6:30 pm
November 15th, 6:30 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 thousand 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 survivors and spousal benefits work
  • How to maximize your Social Security benefits
  • How to make sure you aren't leaving tens of thousand 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 survivors and spousal benefits work

To register for the Social Security 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 classes is our most popular presentation.

The class will typically take an hour to cover the core concepts and Social Security strategies. After the presentation, your presenters will take questions from the audience. Dinner will be catered by Qdoba. Enjoy your dinner and save room for questions and dessert!

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.

LOVELAND:

KEITH WEINMAN

Coloradoans have watched and listened to Keith on television and radio for over 30 years. While part of the KOA radio morning show from 1981 to 1999, Keith also worked as a television business reporter for Channel 7 in Denver then moved to Channel 4 where he did live morning business reports for almost 10 years. During that time he was honored as one of the states best business and financial reporters.

From 2002 to 2010 Keith co-hosted what became one of the most listened to and respected morning talk shows in Colorado and helped KCOL radio achieve nationwide acclaim. Keith and partner Gail Fallen were awarded Best Talk Radio Hosts in Colorado 4 times by the Colorado Broadcasters Association. During his career Keith has met and talked with 5 US Presidents and countless celebrities. Among his most memorable experiences was an invitation to meet and then have lunch with President Ronald Reagan at the White House. During his years working as a business journalist Keith enjoyed meeting and talking with Malcolm Forbes, Alan Greenspan, Warren Buffett and Peter Lynch.

A sought after public speaker, Keith’s style is rooted in talk radio. He talks with groups instead of to them about current events and their impact on our lives. Throughout his career Keith has enjoyed simplifying complex ideas. “I came to Presidential after meeting its founders and learning that its mission statement is the absolute truth,” says Keith. “Presidential Wealth Management knows that America is tired of being gamed, exploited and ignored during the most important time of our lives!”

Coloradoans have watched and listened to Keith on television and radio for over 30 years. While part of the KOA radio morning show from 1981 to 1999, Keith also worked as a television business reporter for Channel 7 in Denver then moved to Channel 4 where he did live morning business reports for almost 10 years. During that time he was honored as one of the states best business and financial reporters.

From 2002 to 2010 Keith co-hosted what became one of the most listened to and respected morning talk shows in Colorado and helped KCOL radio achieve nationwide acclaim. Keith and partner Gail Fallen were awarded Best Talk Radio Hosts in Colorado 4 times by the Colorado Broadcasters Association. During his career Keith has met and talked with 5 US Presidents and countless celebrities. Among his most memorable experiences was an invitation to meet and then have lunch with President Ronald Reagan at the White House. During his years working as a business journalist Keith enjoyed meeting and talking with Malcolm Forbes, Alan Greenspan, Warren Buffett and Peter Lynch.

A sought after public speaker, Keith’s style is rooted in talk radio. He talks with groups instead of to them about current events and their impact on our lives. Throughout his career Keith has enjoyed simplifying complex ideas. “I came to Presidential after meeting its founders and learning that its mission statement is the absolute truth,” says Keith. “Presidential Wealth Management knows that America is tired of being gamed, exploited and ignored during the most important time of our lives!”

R. LANE FARMER

Bob Farmer has invested more than eighteen years of his life working with business managers and individuals toward identifying and managing financial risks. From running his own companies to managing a bank, his extensive experience in the world of finance has shown him that risk management is a never-ending, keep-your-hands-on-the-tiller undertaking. He believes that the worst financial mistake you can commit is “running out of money before you run out of time.” What happens to a senior’s life if significant financial difficulties arise? Few people can return to work at 75 or 80.

Bob believes it is crucial to get things right the first time, and that revolves around the notion that a family’s assets – no matter how extensive or modest – are deserving of commitment and forethought with a view toward providing as much protection as possible. He enjoys building plans with the goal of providing financial dignity and security no matter how long an individual – or couple – may live.

Attentive to both detail and breadth, Bob’s educational achievements include a Bachelor of Science Degree in Business Management (BSBM) from the University of Phoenix, a Master’s Degree in Business (MBA) from Regis University, and a PhD in Applied Management and Decision Sciences (Finance Emphasis) from Walden University. Bob proudly served our country for 7 years in the U.S. Army. He likes to characterize developing client relationships by a quote from Henry Ford: Coming together is a beginning; keeping together is progress; working together is success. His goal is to help you and your family enjoy financial success.

Bob Farmer has invested more than eighteen years of his life working with business managers and individuals toward identifying and managing financial risks. From running his own companies to managing a bank, his extensive experience in the world of finance has shown him that risk management is a never-ending, keep-your-hands-on-the-tiller undertaking. He believes that the worst financial mistake you can commit is “running out of money before you run out of time.” What happens to a senior’s life if significant financial difficulties arise? Few people can return to work at 75 or 80.

Bob believes it is crucial to get things right the first time, and that revolves around the notion that a family’s assets – no matter how extensive or modest – are deserving of commitment and forethought with a view toward providing as much protection as possible. He enjoys building plans with the goal of providing financial dignity and security no matter how long an individual – or couple – may live.

Attentive to both detail and breadth, Bob’s educational achievements include a Bachelor of Science Degree in Business Management (BSBM) from the University of Phoenix, a Master’s Degree in Business (MBA) from Regis University, and a PhD in Applied Management and Decision Sciences (Finance Emphasis) from Walden University. Bob proudly served our country for 7 years in the U.S. Army. He likes to characterize developing client relationships by a quote from Henry Ford: Coming together is a beginning; keeping together is progress; working together is success. His goal is to help you and your family enjoy financial success.

Quadrant Building
5445 DTC Pkwy
Greenwood Village, CO

November 13th, 6:30 pm
November 15th, 6:30 pm

PRESIDENTIAL WEALTH MANAGEMENT
5943 Sky Pond Drive
Loveland, CO

November 13th, 6:30 pm
November 15th, 6:30 pm

Close Menu