Mr. Anderson will unlock the options for maximizing Social Security income for couples, as they consider when is the optimum time to start taking retirement benefits. He will discuss how earnings can play an important role in that decision—and what options change when a spouse dies.
Mr. Anderson holds an MBA in international management from the University of Maryland and a BA from Andrews University, together with FINRA Series 6, 26, and 63 registrations and Texas Life, Health and Variable Annuity licenses. He is a frequent speaker at national conferences of attorneys, accountants and financial planners and has authored articles for numerous financial industry publications.
There is no charge to attend the event, but seating is limited and reservations are required. Please call Chris Lapidus at 239-561-2900 for reservations. Alliance Financial Group http://www.afgfl.com offers financial planning strategies to help clients build and preserve wealth.
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