Secure Your Retirement by Attending Savvy Social Security Workshop

LAKE OSWEGO, Ore. - March 13, 2014 - PRLog -- Alliance of Cambridge Advisors (ACA) member Joseph Alfonso, CFP®, ChFC, EA, is conducting a “Savvy Social Security Planning” workshop at 10 a.m. Saturday, March 15, at Lake Grove Presbyterian Church in Lake Oswego, Oregon. Alfonso will walk attendees through the five factors to consider when applying for Social Security, as well as benefits, minimizing taxes, and coordinating Social Security with other sources of retirement income. Baby boomers who make savvy decisions now can increase their prospects for a secure financial future. To attend the workshop, send an email to joe@aegisadvisory.com, call 503-290-1089, or sign up online at aegisadvisory.com/resources and click on the “Eventbrite” button.

“This workshop is geared to baby boomers approaching retirement,” said Alfonso, a Lake Oswego fee-only financial planner. “Boomers need to learn how to make the transition from work to retirement, and how to maximize their income after their paycheck ends. I’ll discuss how to maximize benefits by using different claiming strategies allowed under the Social Security rules.”

Alfonso is the founder and principal financial planner of Aegis Financial Advisory in Lake Oswego. In 2008, Alfonso joined ACA, a national association of fee-only financial planners. He is also a member of NAPFA, and served on the Board of Directors for the western region of the organization. Alfonso has been featured in The Wall Street Journal, Chicago Tribune, SmartMoney, and US News & World Report.

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About Aegis Financial Advisory - Aegis Financial Advisory is a fee-only financial planner with offices in Portland, Oregon, and Santa Clara, California. As a fee-only firm, our sole compensation is the fee you pay us, and our only loyalty is to you. Our approach is comprehensive and reflects our belief that financial planning is a process and not a one-time event. Contact AFA to learn how we can help you live the life you deserve.

About ACA– Alliance of Cambridge Advisors (ACA) is an association of fee-only financial planners who evaluate clients’ entire financial picture, providing the most comprehensive outlook for their financial future. Members are trained and adhere to the ACA System, an extensive program based on the highest ethical standards and most innovative practices in the financial planning community. All members maintain the CFP® or CPA/PFS (or equivalent) designation. Developed in 1995 by Bert Whitehead, ACA is the number one source for education and mentoring in the best practices of fee-only financial planning