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Social Security & Retirement Income Planning Strategies

June 6, 2017 @ 6:00 pm - 7:00 pm


Transitioning into Retirement Seminars

Oliver Financial Group is offering a series of classes to educate and assist you to make the best decisions for this next phase of your life. If you’re making the transition into retirement, these complimentary, informative seminars are for you! Join us to learn more about:

  • How can I optimize my Social Security benefits?
  • How can I make my savings last?
  • What estate-planning documents do I need?
  • What do I need to know about investment planning?
  • How can I minimize taxes?


Social Security & Retirement Income Planning Strategies              

Presented by: Frank Oliver                                        

Social Security is the foundation of most retirement income plans, yet most people miss out on thousands of dollars in benefits. Frank Oliver will share how to make the most of your Social Security and how to integrate it with your other retirement income sources. As you transition from work to post-work life, you’ll need to determine how to manage risks while creating a paycheck from your accumulated assets for the rest of your life.

Seating is Limited!

To RSVP please call 800-854-3351 or email [email protected]



Wealth Management Center
1729 Terry Street
Longmont, CO 80501 United States
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