Free Seminar: Social Security – The Choice of a Lifetime

Understanding When & How to File for Social Security Benefits
 
FORT MYERS, Fla. - Feb. 27, 2015 - PRLog -- Sam Henderson of Henderson Wealth Partners, a full-service, independent wealth management firm will present a free seminar “Social Security – The Choice of a Lifetime” on Tuesday, March 10 from 9:00 a.m. until 10:30 a.m. at The Broadway Palm Theatre’s Art Café, 1380 Colonial Boulevard, Fort Myers, 33907.  Space is limited and advance registration is required.

“It’s important to know when and how to file for Social Security benefits,” said Henderson. “Attendees will learn why their Social Security filing decision matters, what they need to know about Social Security and how to make a decision that works best for them.”

Building on nearly 30 years of financial services experience, Henderson Wealth Partners assists individuals, families and business owners seeking comprehensive financial advice and planning to help lead them to and through retirement. Sam Henderson has been named a Five Star Wealth Manager for four consecutive years (2011-2014), by Five Star Professional.*   Prior to establishing Henderson Wealth Partners in 1998, Henderson enjoyed a successful career at a major Wall Street investment firm, managing money and providing financial planning services for high-net-worth individuals, families and business owners. He earned a Bachelor’s Degree in Economics from the University of Florida.

Registration is required and space is limited. To register for this free seminar, call (239) 939-1888 or email dolores.armbrust@lpl.com.

About Henderson Wealth Partners:

With nearly 30 years in the financial planning business, Henderson Wealth Partners takes pride in the long-term client relationships based on the core principles of trust, integrity and personalized service.  Henderson Wealth Partners offers access to a wide range of products and services to help address the financial needs of individuals, families, retirees and business owners. These include Financial Planning, Retirement Planning, Estate/Legacy Planning, Investment Management, Philanthropic Planning and Life Insurance.

Henderson Wealth Partners is located at 1404 Dean Street, Suite 101 in Fort Myers.  For more information about Henderson Wealth Partners, visit www.hendersonwealthpartners.com or call to schedule a no-obligation consultation at (239) 939-1888.

About Five Star Professional*

Five Star Professional, a third-party research firm, collects nominations from peers and firms, including financial planners and advisors, CPAs, and estate planning attorneys. Self-nominations are not accepted. The evaluation is based on 10 criteria to determine overall performance and satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determines the final list of Five Star Wealth Managers.  Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Prior to 2012, award was based on client satisfaction.  Respondents evaluated criteria such as customer service, expertise, value for fee charge and overall satisfaction.  The overall score is based on an average of all respondents and may not be representative of any one client’s experience.  Wealth managers do not pay a fee to be considered or placed on the final list of 2014 Five Star Wealth Managers.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

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Elly Hagen Marketing & Public Relations
***@ellyhagen.com
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