Jannsen Wealth Management: Offer free educational seminar on social security policy changes

Contact:
Terry Jannsen
(262) 696-5165
terry@jannsenwealth.com

WAUKESHA, WI (January 14, 2016) – This past November, a new federal budget deal was signed into law. The deal authorized the most significant changes to Social Security policy the country has seen in a very long time. The file-and-suspend claiming strategy will soon be eliminated for married couples starting May 1, 2016.

Terry Jannsen, President of Jannsen Wealth Management will be hosting an educational workshop titled “Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income” to help attendees navigate these changes and reveal innovative strategies for maximizing benefits. The free workshop has been scheduled for 6:00 p.m., on Thursday, January 21st at the Mangold Creative Creativity Center on 126 Main Street in Downtown Pewaukee.

Many baby boomers have questions about Social Security planning like: When should I apply for Social Security? How can I maximize my benefits? Will Social Security be enough to live on in retirement? The fact is, Social Security is far more complicated than most people realize. The decisions baby boomers make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime.

To help baby boomers better understand the Social Security system, the Savvy Social Security Planning workshop will cover:

5 factors to consider when deciding when to apply for benefits
When it makes sense to delay benefits — and when it does not
Why you should always check your earnings record for accuracy
How to estimate your benefits
How to coordinate benefits with your spouse
How to minimize taxes on Social Security benefits
How to coordinate Social Security with your other sources of retirement income

Seating is limited and reservations are recommended. Individuals may reserve space by calling Darlene Wabiszewski at (262) 696-5167 or emailing myteam@jannsenwealth.com.

Attendees are encouraged to visit www.jannsenwealth.com for more information.

About Jannsen Wealth Management
Jannsen Wealth Management of Waukesha, WI, is a practice dedicated to helping others find and achieve a wealthy life. Through objective listening, experienced consulting and candid conversations they provide holistic financial life advice through comprehensive, tax-optimized wealth management services. Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc.