Pro-bono One-on-One Social Security Strategy Planning

When:  Apr 16, 2020 from 9:00 AM to 7:00 PM (CT)
Associated with  Public Events Community

Pro-Bono (Virtual) one-on-one Social Security Strategy Planning 

This is a one-on-one social security strategy planning meeting with a 360Blue advisor. Ideal for those who have not claimed Social Security retirement benefits yet. We will calculate your benefit estimate based on the age at which you claim social security as well as illustrate various scenarios to see which claiming strategy is the most beneficial for your situation. You will leave with a social security guide and your custom-calculated claiming options. The goal for this meeting is to educate and help you make informed decisions.

Registration Instructions

Click here to register and to view available times: Schedule Me  

Your Homework

Please fill this form out prior to the meeting and bring it with you:  
Social_Security_Questionnaire_Married_Couples.pdf or Link to Social Security Questionnaires
The information needed to fill out the form can be found in your social security statements that you receive in the mail or by logging in online here.
About us:
Glenn Stears, CFP360Blue Financial Strategies15


Online Instructions:
Login: Once registered, you will be sent a link from Anymeeting for our virtual meeting.
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