Social Security Workshop: October 9th or October 11th

SOCIAL SECURITY WORKSHOP

Highlands Ranch, Colorado
Eastridge Rec Center

October 9th, 6:30 pm
October 11th, 6:30 pm

WHAT you will learn at this workshop

  • 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 workshop call 303-694-1600 or fill out the form. 

Register

This educational workshop 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 educational workshops. Our Social Security workshop is our most popular class. 

The workshop will typically take an hour to cover the core concepts and Social Security strategies. After the presentation, your presenter Bruce Larsen will take questions from the audience. A light dinner and refreshments will be provided to all attendees.

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

BRUCE LARSEN

With nearly two decades of experience in the financial services industry, Bruce has the expertise to provide a comprehensive analysis of each client’s retirement picture, with a particular strength in the area of the ever-changing tax issues surrounding retirement strategies. Bruce’s relaxed style, his responsiveness, and his careful monitoring and timely adjustments to his clients’ retirement plans won him the honor as one of the “Top Wealth Managers in Denver” by 5280 Magazine.

Bruce is a featured speaker at Presidential Wealth Management workshops and even provides continuing education to tax preparers. Bruce is a certified National Social Security Advisor.

Bruce is also a published author. You can find his book, A Concise Guide to Taxes in Retirement, on Amazon in print or e-book format. It’s a no-nonsense overview of common tax situations one might face in retirement. You can also order a free printed copy.

With nearly two decades of experience in the financial services industry, Bruce has the expertise to provide a comprehensive analysis of each client’s retirement picture, with a particular strength in the area of the ever-changing tax issues surrounding retirement strategies. Bruce’s relaxed style, his responsiveness, and his careful monitoring and timely adjustments to his clients’ retirement plans won him the honor as one of the “Top Wealth Managers in Denver” by 5280 Magazine.

Bruce is a featured speaker at Presidential Wealth Management workshops and even provides continuing education to tax preparers. Bruce is a certified National Social Security Advisor.

Bruce is also a published author. You can find his book, A Concise Guide to Taxes in Retirement, on Amazon in print or e-book format. It’s a no-nonsense overview of common tax situations one might face in retirement. You can also order a free printed copy.

KEVNE SHARPE

Kevne Sharpe has been providing financial guidance and coaching to individual investors, small business owners and other financial advisors for more than two decades.

She has held her Certified Financial Planner™ (CFP®) designation, awarded through the Certified Financial Planner Board of Standards, since 1991. Since that time, she has worked with clients to help secure retirement dreams and navigate life’s transitions through thoughtful and individualized financial planning. Having also earned the Applied Behavioral Finance Certificate from Investments & Wealth Institute™, she pays particular attention to behavioral tendencies that could either enhance or derail the attainment of life’s financial goals.

Awarded through The American College of Financial Services, Ms. Sharpe is also the only Chartered Special Needs Consultant® in Colorado. This education and designation, awarded through The American College of Financial Services, helps her serve families with children with disabilities navigate the complexities of special needs financial planning. She is a member of The Academy of Special Needs Planners, the Accounting and Financial Women’s Alliance, the Financial Planning Association, as well as the Women’s Estate Planning Council.

Kevne Sharpe has been providing financial guidance and coaching to individual investors, small business owners and other financial advisors for more than two decades.

She has held her Certified Financial Planner™ (CFP®) designation, awarded through the Certified Financial Planner Board of Standards, since 1991. Since that time, she has worked with clients to help secure retirement dreams and navigate life’s transitions through thoughtful and individualized financial planning. Having also earned the Applied Behavioral Finance Certificate from Investments & Wealth Institute™, she pays particular attention to behavioral tendencies that could either enhance or derail the attainment of life’s financial goals.

Awarded through The American College of Financial Services, Ms. Sharpe is also the only Chartered Special Needs Consultant® in Colorado. This education and designation, awarded through The American College of Financial Services, helps her serve families with children with disabilities navigate the complexities of special needs financial planning. She is a member of The Academy of Special Needs Planners, the Accounting and Financial Women’s Alliance, the Financial Planning Association, as well as the Women’s Estate Planning Council.

Eastridge Rec Center
9568 S. University Blvd,
Highlands Ranch, Colorado

October 9th, 6:30 pm
October 11th, 6:30 pm

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