Upcoming Events
June 6th, 2024
Social Security: Seven keys to Enhancing Your Benefits
When: June 6th, 2024. Thursday. 03:30 PM to 04:30 PM PST.
Special Guest Speaker: Andrew Beltowski – Retirement Consultant, Allianz
Many underestimate the importance of social security income in retirement. Two thirds of Americans depend on SSI as their primary source of retirement income. It is not going anywhere. YOU have paid into this government run annuity for over 35 years. Why would you not learn how to optimize your lifetime income? For anyone, and especially a married couple, making the wrong choices can mean leaving many hundreds of thousands of dollars on the table during their retirement years.
Social Security continues to play an important role in a retirement strategy. Is yours taking full advantage of what Social Security offers?
Together, let’s rethink your retirement.
In this webinar, we’ll share seven keys to enhancing Social Security benefits, such as:
- Keys to help you understand the basics of Social Security, including when to consider taking benefits
- Keys that take a deeper dive into Social Security, such as working in retirement
- Finally, taking the next step by rethinking retirement strategies
This content is for general informational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Attendees are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations, or to go to their local Social Security Administration office regarding their particular situation.
Andrew Beltowski and Allianz are not affiliated with Capital V Group or LPL Financial. Arvind Ven is a Registered Representative with, and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. Financial planning offered through Capital V Group, a registered investment advisor and a separate entity from LPL Financial.
Some Past Events
Strategies for Managing Concentrated Stock Risk
When: Monday, November 6th at 4:00pm PST
Where: Online Event.
Making Cash Count
When: Tuesday, September 14, 2021 from 12:00 PM to 1:00 PM PDT
Where: Online Event.
Educational Virtual Webinar
When: Thursday, March 17th at 12:00pm PST
Where: Online Event.
Six Barriers to Investment Success and How to Overcome Them
When: Thursday, June 3rd at 5:00pm PDT
Where: Online Event.
ARK's Big Ideas of the Future
When: Thursday, March 17th at 12:00pm PDT
Where: Online Event.
Steps to Stay Safe Online
When: Wednesday May 19th 4:00pm PDT
Where: Online Event.
Rethinking Retirement: Top IRA Mistakes Made and How to Avoid Them
When: Thursday, February 11th, 4:00pm PDT
Where: Online Event.
The Importance of Having an Estate Plan
When: Tuesday January 19th, 4:00pm PDT
Where: Online Event.
Women and Investing: Why it is important for women to take charge of their financial future?
When: Tuesday, October 27, 2020 from 4:00 PM to 5:00 PM PDT
Where: Online Event.
The Importance of Having an Estate Plan
When: Wednesday May 12th, 4:00pm PDT
Where: Online Event.
Why Generational Wealth Transfers Fail and How to Avoid It
When: Tuesday January 26th, 4:00pm PDT
Where: Online Event.
Investing During Election Years – and Beyond
When: Thursday October 29th, 4:00pm PDT
Where: Online Event.
Rethinking Retirement: Social Security Income - 7 Keys to Enhancing Benefits
When: Tuesday, February 23rd at 4:00pm PDT
Where: Online Event.
Taxation Impact of PPP Loan Forgiveness and of CA Proposition 19
When: Wednesday January 13th, 4:00pm PDT
Where: Online Event.
Taking Ownership Of Your Retirement Plan
When: February 13th, 2020, Thursday. 12 PM to 1 PM
Where: Los Altos Chamber of Commerce321 University Ave.Los Altos, CA 94022