Social Security and The Year 2034 + 401k/Retirement and Investment Outlook

March 25, 2015 - 6:30pm to 9:30pm

We all have questions about Social Security but who can you talk to? Seemingly simple decisions can have a major impact on your ability to collect. How much of an impact? Attend the first in this complimentary workshop series and get ready to flip the switch!

SOCIAL SECURITY AND THE YEAR 2034

  • When to start taking benefits and its impact
  • How benefits are calculated
  • Can you work and still collect Social Security
  • Where to find your social security statement
  • Can your spouse receive your benefits
  • Can you receive benefits from your ex-spouse
  • What is file and suspend

401k/RETIREMENT AND INVESTMENT OUTLOOK

  • Global Economic Outlook
  • US Stock Market Outlook for 2015
  • Protecting your income from taxes
  • Pensions... Where have they gone
  • Calculating your retirement income

DETAILS

  • Date: Wednesday, March 25th at 6:30 PM and 8:00 PM
  • Your Hosts: Alex Jakovljevic, Andrew Dale Michael Hess and Casey Berwick
  • Location: The Waterfront Beach Resort: 21100 Pacific Coast Highway. Huntington Beach

SEATING IS LIMITED. Reserve your space today by contacting Casey Bemick at 714.394.5293 casey_berwick@thewp2.com or register online at: thewp2.com/seminar/3-25-15


Registered Representative of Park Avenue Securities LLC (PAS), 750 B Street #2740 San Diego, CA 92101 619.684.6400. Securities products and services are offered through PAS 619.684.6400. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, Inc., a DBA of WestPac Wealth Partners, LLC. | 2015-0883 | exp 02/17
PAS is a member of FINRA, SIPC.