When

Tuesday, February 26, 2019 from 6:30 PM to 8:00 PM MST
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Where

Anythink Wright Farms Library
5877 E. 120th Ave
Thornton, CO 80602

 
Driving Directions

Contact

Rhonda Bryl 
Alliant Retirement and Investment Services 
773-462-2380
investment-services@alliantcreditunion.com

 

 

Social Security: What you need to know before applying for benefits

The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

Together we'll discuss:

  • 5 factors to consider when deciding to apply for benefits
  • When it makes sense to delay benefits-and when it does not 
  • Innovative strategies for coordinating benefits with your spouse
  • Why you should always check your earnings record for accuracy
  • How to estimate your benefits 
  • How to manage taxes on Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income
Friends and Family are welcome to attend! 

Presented by:

Malcolm Horn,CFP® and Kim Kennedy

Financial Consultants - Alliant Retirement and Investment Services

  Financial Consultants Malcolm Horn, CFP(R) and Kim Kennedy


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We are available to assist you in your financial journey.

Feel free to contact us at any time to schedule a review of your financial plan.  We look forward to speaking to you soon.

Kim Kennedy

 

Malcolm Horn, CFP®

Office: 773-462-3672

 

Office: 773-462-3669

Cell: 303-895-6063

 

 

Cell: 720-249-8050

800-328-1935 ext. 3672

 

800-328-1935 ext. 3669

kkennedy@alliantcreditunion.com

 

mhorn@alliantcreditunion.com
  • 200 Union Blvd, Suite 200  Lakewood, CO 80228
  • 4600 South Syracuse, 9th Floor  Denver, CO 80237

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Alliant Credit Union and Alliant Retirement and Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.  The financial consultants of Alliant Retirement and Investment Services are registered representatives of LPL Financial.  

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, WA, WI, WV, WY.