Learn how to make the right choices for YOU and YOUR retirement

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Social Security- Know Your Options

Deciding when and how to claim Social Security benefits are two of the most important decisions you'll need to make as you approach retirement. Applying for Social Security as soon as you become eligible at age 62 may seem like an attractive idea but, by doing so, you could significantly and permanently reduce your income and benefits for the rest of your life. 

This course will help you gain a clearer understanding of the options you have and which strategies you should consider BEFORE filing. 

What You Will Learn

Vital rules that affect when and how you file for benefits

How much lifetime income you stand to lose by filing for Social Security at the wrong time

Strategies that can maximize your Social Security benefits

How to minimize taxes on your Social Security

Beneficial strategies for married couples

How your benefits are affected if you are still working

Strategies for coordinating Social Security with your IRA/401(k) and other income sources

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You’ll also hear about:

Important RULES that affect WHEN and HOW you file for benefits

OPTIONS that can MAXIMIZE YOUR BENEFITS

HOW to MINIMIZE TAXES on you Social Security

STRATEGIES for COORDINATING SOCIAL SECURITY with your IRA/401(k) and other income sources

Event Details

Sharon Springs Park Community Building
1950 Sharon Road
Cumming, GA 30041

Tuesday, August 18th
6:30 p.m.

- OR -

Wednesday, August 19th
11 a.m.

- OR -

Wednesday, August 19th
6:30 p.m.

This event is offered FREE of charge, but advance registration is required.

IMPORTANT COVID-19 SAFETY NOTE:
For everyone’s health and safety, social distancing protocols will be adhered to and seating will be limited in compliance with CDC, state and local guidelines.

Meet Your Instructor

Tom Gandolfi is a member of the Council of Financial Educators and the President and Founder of Three Bridges Financial Group. He entered the financial industry after years of experience from the other side of the desk, as a business owner and client. He is a creative thinker and has worked on financial planning strategies with individuals and corporations for more than 20 years. Drawn to find a better way to help people accomplish their goals, and as a committed educator, Tom provides information, guidance, and clarity to his students over a wide range of topics to help them achieve their retirement goals.

Tom is a Series 65 Investment Advisor Representative with a fiduciary responsibility, which underscores his commitment to work in the best interest of his clients. He holds a life license in numerous states and is a member of the National Ethics Board as well as National Social Security Advisors. Most importantly, Tom listens to his clients. He takes great pride in his ability to effectively communicate and simplify complex matters. Tom works with every client on a personal level to help ensure that they will have every opportunity to enjoy the best years of their lives.

Tom and his wife, Sherri, have been married for over 25 years and have two daughters, Tori and Kasey. In his free time, Tom likes golf, baseball, football and politics.

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Ready to learn more about how to make the most of your Social Security benefits?

12725 Morris Road, Suite 130

Alpharetta, Georgia 30004

770-325-7288

clientcare@3bfg.com

 

Investment Advisory Services offered by Sound Income Strategies LLC, an SEC Registered Investment Advisory Firm. Three Bridges Financial Group and Sound Income Strategies are not associated entities.