Solving the Social Security Puzzle

Event Type: Class
Age Group(s): Adults
Date: 1/17/2018
Start Time: 6:00 PM
End Time: 8:00 PM
 Solving the Social Security Puzzle: how to integrate your SS benefits into an overall retirement plan.

After giving thousands of dollars to Social Security, get back what you deserve. There are many factors involved in deciding when and how to claim your benefits. Among the topics covered in this class: how benefits are calculated, what claiming strategies maximize income, factors that impact your benefit amount, and why integrating Social Security into a holistic retirement income plan is critical. Case studies will illustrate how different claiming strategies affect your benefit amounts. Included in the class is a personalized Social Security optimization report.

Join Nick Naseman, founder of Iron Mountain Financial, an independent Registered Investment Advisor in Colorado, for this informative class!

Nick is a member of the NFEC’s Personal Finance Speakers Association, a Certified Financial Education Instructor, a Certified Financial Educator, and a Retirement Income Certified Professional and has been featured in the Wall Street Journal’s Colorado Premier Financial Advisors. He is also a member of the Association of Financial Educators, the National Ethics Association, the Senior Resource Council, the National Federation of Independent Business, Better Business Bureau (A+ rating and Age Friendly Business), Tri-Lakes Chamber of Commerce, and the Consumer Advocate Financial Network. Nick authored the consumer guide, “Who do Your Trust? 8 Steps to Selecting the Right Financial Advisor” and was honored to write the forward to Roccy DeFrancesco’s book, Peace of Mind Planning and enjoys being a guest on local radio.

For the past three years, Nick was an instructor at PPCC, where he taught adult financial literacy classes in Retirement Planning and Social Security Claiming Strategies.
Library: East Library    map
Location: Annex
Contact: Nick Naseman
Contact Number: 719-623-7433
Presenter: Nick Naseman
Status: Waiting List

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