Broker Check

Social Security Seminar

Social Security: 

 Seven Keys To Enhancing Your Benefits 

A workshop to help you make the right decisions

Maximizing Your Social Security Benefits

Social Security provides an important source of guaranteed income for most Americans. The Social Security landscape changed dramatically this year when Congress removed several advanced claiming strategies that previously helped retirees increase their lifetime income.  The new rules make it more important than ever to be informed when incorporating Social Security into your overall financial strategies.  

If you missed our Social Security Seminar on Thursday, January 28, 2016 and have any questions regarding Social Security, please feel free to contact Debbie Peterson at 704-315-5623 or email us at info@moneycounts.biz.

Helpful links:

Social Security Administration

Social Security Filing Strategies at a Glance

Please continue to visit our website for other upcoming events or sign up for our emails to receive current communications from us.

Brad Larson and Allianz Life are not affiliates of Money Counts, Inc., Summit Brokerage Services, Inc.,
Summit Financial  Group or any of its affiliates.  This seminar has been partially funded by Allianz Life Insurance Company of North America.  

This presentation is designed to provide general information on the subjects covered. Pursuant to IRA
Circular 230, it is not, however intended to provide specific legal or tax advice and cannot be used to avoid tax
penalties or to promote, market, or recommend any tax plan or arrangement. Please note that the Allianz
companies, their affiliates, and their representatives and employees do not give legal or tax advice. You are
encouraged to consult your tax advisor or attorney.  

Products are issued by Allianz Life Insurance Company of North America, 5701 Golden Hills Drive,
Minneapolis, MN 55416-1297. www.allianzlife.com/newyork. Only Allianz Life Insurance Company of New
York is authorized to offer annuities and life insurance in the state of New York. Variable products are
distributed by their affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive,
Minneapolis, MN 55416-1297. www.allianzlife.com. 

Not FDIC Insured - May lose value - No bank or credit union guarantee - Not a deposit - Not insured by any
federal government agency or NCUA/NCUSIF.