Upcoming “Plan Smart” Educational Events

At Strategic Financial Group, we believe that an informed client is an empowered client. Our “Plan Smart” Educational events are free to the public; however, you must register to attend. To request your tickets, or for more information, call us at 616-935-7400 or email us at jw@strategicfg.net. You may also register via our website by clicking on the event and date you wish to attend below and filling out the registration form.

Maximizing Social Security 

Topics covered include:

  • Strategies to maximize your social security benefits
  • How you may be able to avoid paying taxes on social security benefits
  • Factors to consider when applying for social security
  • How benefits are calculated…and simple ways to increase them
  • The current state of the social security system…what may happen in the future?
  • How to coordinate social security benefits with your spouse

Each topic will be discussed in greater detail at the presentations. Please note that any strategy utilizing investments carries an inherent element of risk and any strategy utilizing an annuity is best suited for long-term investing. Certain strategies may not apply or be suitable for all attendees. For specific estate planning or tax advice, be sure to  consult with an estate planning attorney or tax advisor. Not endorsed by or affiliated with the Social Security Administration or any other government agency.

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