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  1. Home
  2. Events
  3. Savvy Social Security Workshop-Speaker Randy Deaton

Savvy Social Security Workshop-Speaker Randy Deaton

Location: 
Crescent Hill Library 2762 Frankfort Ave. Louisville, KY 40206
Date: 
Wednesday, September 18, 2019 - 1:00pm - 3:00pm

One 2-hour session covering everything baby boomers need to know to maximize retirement income benefits.

 

1. 5 Factors to consider for deciding when to start taking benefits

2. Innovative strategies for coordinating benefits with your spouse

3. How to coordinate benefits with other sources of income

4. How to minimize taxes on your benefits.

5. Special rules on benefits for divorced spouses

 

Registration Required: 502-742-9976

Space is limited.  Please call today to reserve your seat.

 

Not affiliated with the Social Security Administration or any other government agency.

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Jim Baadshaug
549 West Main Street
Rockaway, NJ 07866
Office: (973) 586-6558
Arturo Burgueno
18756 Stone Oak Parkway
Suite 200
San Antonio, TX 78258
Office: (210) 998-5560
Randy Deaton
119 S. Sherrin Ave. #110
Louisville, KY 40207
Office: (502) 897-0021
Bill Romeo, CFP®
2544A Plantation Center Drive
Matthews, NC 28105
Office: (704) 708-5001

Plan First, Invest Second is a registered trademark of USA Financial Media.

Arturo Burgueno, William (Bill) Romeo, Jim Baadshaug, and Randy Deaton are investment advisor representatives of, and securities and advisory services are offered through USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. Everest Retirement Planners and Everest Financial Network are not affiliated with USA Financial Securities.

Arturo Burgueno, William (Bill) Romeo, Jim Baadshaug, and Randy Deaton are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include:
Arturo - TN; TX
Bill - CA; NC; NJ; SC; UT
Jim - DE; FL; NJ; NY; SC; UT; VT
Randy - CO; IN; KY; MI; SC; TX

For investment advisory services theses states include:
Arturo - TX
Bill - CA; MA; NC; NJ; SC
Jim - NJ; PA
Randy - KY; OH; TX; WI

Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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