How does Social Security fit into your overall income plan in retirement and how do you optimize it?
AVOID LOSING THOUSANDS FROM SOCIAL SECURITY MISTAKES!
Event Details
- Riccobono's Peppermill
- 3524 Severn Ave. Metaire, LA 70002
Wednesday, November 11th at 6:30pm
-OR-
Thursday, November 12th at 6:30pm
Complimentary dinner will be served!
Attend this COST-FREE event and...
- Learn how to avoid up to 85% of your Social Security benefits being taxed!
- Take-home information, and answers to pressing questions like when you should elect benefits?
- Learn ways to potentially avoid common Social Security mistakes (and ways to optimize your benefits).
- Receive personalized Social Security analysis that could help you understand the best way to retire comfortably.
- Learn how claiming at the wrong time can result in lower Social Security benefits for the rest of your life.
COVID-19 concerns? We’ve got you covered:
6-feet apart
All tables will be set-up 6-feet apart in the space.
Hand sanitizer and masks
Will be readily available and provided on site.
Host commitment
We’re only partnering with venues that are adhering to CDC guidelines.
Want to learn how to optimize your Social Security?
This event will answer your most pressing questions...
How to minimize the risk of up to 85% of your Social Security being taxed.
Strategies that can maximize your Social Security benefits.
Find out how much you may give-up if you choose to take benefits early.
When should you take Social Security benefits? And what are the potential penalties?
How required minimum distributions can change the tax picture going forward.
Retirement income planning that can provide lifetime income and minimize your tax exposure.
This presentation is extremely popular, and SEATING IS LIMITED. Reservations and confirmations are required.
"I could have lost thousands of my hard-earned cash if it wasn't for this event!"
Event Starts In
Meet Our Presenter
Brett E. Terrell
Brett Terrell is the Founder and President of Terrell Financial Group, a registered investment advisory firm, and Asset Protection Specialties, LLC, an independent insurance agency. The focus and mission of our practice is helping our clients achieve a successful and enjoyable retirement. We achieve this goal with proactive retirement planning including financial, insurance, and healthcare strategies.
Mr. Terrell has been advising retirees and pre-retirees in the New Orleans Metro and South Louisiana areas since 2008. He has conducted workshops educating people on topics including maximizing Social Security income, protecting investments from market volatility, long term health care planning, legacy planning, and ways to make sure that you don’t outlive your nest egg. Brett is currently a registered member of the National Ethics Association.
Brett is a native of Bourg, Louisiana, a small town just outside of Houma. He spent his childhood years enjoying the culture, food, fishing, hunting and people from “Down the Bayou”. After a few years living out of state, Brett returned to the great state of Louisiana in 1994 when he settled in Metairie. There he met his wife, Annette, in 1997 and they have lived in Metairie ever since! Brett and Annette are proud parents of a daughter, Chloe Ann, and a son, Griffin Elliott.
Ready to maximize your Social Security?
This event is hosted by Terrell Financial Group
Terrell Financial Group, a State Registered Investment Advisor serving Metairie, Louisiana and surrounding communities, provides Financial Planning and Asset Management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Terrell Financial Group.
http://www.TerrellFinancial.com | [email protected] | (504) 838-0411 | 3621 Ridgelake Drive, Suite 201 Metairie, LA 70002
Sources:
1. “Social Security.” Benefits Planner: Retirement | Learn About Social Security Programs | Social Security Administration, https://www.ssa.gov/planners/retire/r&m6.html.
2. Williams, Sean. “We Still Don't Understand Social Security, and a New Survey Confirms It.” The Motley Fool, The Motley Fool, 18 May 2018, https://www.fool.com/retirement/2018/05/18/we-still-dont-understand-social-security-and-a-new.aspx.
Investment advisory services offered through Terrell Financial Group a Registered Investment Advisor in the state of Louisiana. Insurance products and services are offered through Asset Protection Specialties, LLC, Terrell Financial Group and Asset Protection Specialties, LLC are affiliated companies. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. We and our firms are not affiliated with or endorsed by any government agency.