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National Social Security expert to speak at Alliance Financial Group on March 26

Alliance Financial Group Financial Advisors Danielle Lucht and Chris Lapidus will host Joseph D. Anderson of Prudential Annuities Distributors to speak on, “SMART Strategies for Maximizing Your Retirement Assets—An Overview of Social Security”

 
 
Joseph Anderson
Joseph Anderson
PRLog - Mar. 14, 2012 - Alliance Financial Group Financial Advisors Danielle Lucht and Chris Lapidus are hosting Joseph D. Anderson, III, Director of Advanced Planning and Solutions at Prudential Annuities Distributors, Inc. who will speak on, “S.M.A.R.T. Strategies for Maximizing Your Retirement Assets—An Overview of Social Security” on March 26, 2012 at 6:00 p.m. The workshop will be held at Alliance Financial Group, 14021 Metropolis Avenue, Fort Myers, Florida 33912 (across Metro Parkway from Gulf Coast Medical Center).

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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DOLAN MARKETING SERVICES, INC.

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Full service marketing company providing first-rate marketing, advertising, public relations, copywriting, branding, and website services to businesses. Learn more about how we can help your business get more publicity at http://www.DolanMarketing.com/.

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Source:Dolan Marketing Services, Inc.
Zip:33993
City/Town:Cape Coral - Florida - United States
Industry:Family, Finance, Services
Tags:social security, retirement, wealth, planning, taking, benefits, maximizing, income, estate planning, annuity
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