Social Security Benefits
can be confusing.
Complimentary Webinar:
“7 Keys to Enhancing Social Security Benefits”
Live! Tuesday, January 5th, 12:30 -1:15pm EST
Start the year off right by getting informed.
It’s your retirement – learn your options now. Hope to “see” you there. Register now to reserve your spot!
All registrants will receive an email with instructions on how to attend live. Session will be held on Jan. 5th from 12:30-1:15 pm. You must register to attend.
Join Retallick Financial Group as we host guest speaker Waldean Wall to discuss Social Security, Medicare, and how retirees can enhance benefits. In this no-cost, no-obligation webinar on Tuesday, January 5th, we’ll discuss:
Facts About
Social Security
Benefits
- How Social Security factors into your overalls retirement plan
- Social Security 101: the basics
- How to access your Social Security statements
- How are benefits calculated?
Social Security
Income Options
- Is it possible to have control over how much you receive with your Social Security income?
- Income benefit options, and how to choose the right ones for you
- Is it possible to have control over how much you receive with your Social Security income?
Ways To
Enhance Your
Benefits
- When is the best time to start collecting your benefits?
- What happens to Social Security if you work during your retirement?
- Does your benefit age impact your Social Security? If so, how much?
- Possible ways to enhance your benefits
Tax Implications,
Medicare, & Special
Circumstances
- Possible tax implications of Social Security benefits
- Spousal and survivor benefits – what happens to my spouse’s income when I die?
- Medicare: why it is important to know the basics
- Can divorcees still receive Social Security spousal benefits?
This session is offered exclusively by Retallick Financial Group.
About Your Presenter
As vice president of Advanced Markets for Allianz Life Insurance Company of North America (Allianz Life®), Waldean Wall is responsible for assisting the company’s financial professionals and their clients with financial, estate, and retirement-planning goals.
Prior to joining Allianz Life in 2002, Wall was a leaders-level advisor and advanced markets trainer at New England Financial. Before that, he was a tax consultant in Minneapolis.
Wall earned his MS in financial services (MSFS) from the Institute of Business and Finance and a master’s degree from Bethel University in Arden Hills, MN. He holds a Chartered Financial Consultant (ChFC) designation as well as FINRA Series 7 and 63 securities registrations and has earned the enrolled agent (EA) designation.
