TRAINING - Innovations About Social Security And Estate Planning Exclusively At Clarity 2 Prosperity

Social security is the number one income planning tool - and people don't fully realize the true value. In this training we discussed strategies such as file and suspend, spousal planning and even divorced widow benefits
CAMPBELL, Calif. - June 10, 2014 - PRLog -- CAMPBELL, CA JUNE 3, 2014 – Richard Loek completed several days of advanced training with Clarity 2 Prosperity (C2P) on May 30, 2014 in Chicago, Illinois, studying key financial planning areas such as Social Security, Estate and Legacy.  These key areas can impact tax planning; helping to ensure his clients and families can keep more of their retirement savings.

Richard Loek is an Investment Advisor Representative for Onesta Wealth Management, LLC and a licensed Life and Health Insurance Agent.  Richard Loek is also a member of Ed Slott’s Master Elite IRA Advisor Group. Mr. Loek specializes in the areas of retirement account preservation & distribution planning as well as Social Security income optimization strategies. You can learn more about Ed Slott’s Elite IRA Advisor Group at

Mr. Loek says, “There is a substantial gap in what people know about Social Security vs what they need to know about Social Security.”  Mr. Loek educates people to help narrow or close that gap. To assisst people in closing this, over the next 30 days we will provide upto 500 free custom Social Security planning reports, tailored to each individual or couple.  Simply by calling 408-459-8383 and mention PRLOG500.  This will assist people in closing this gap!

C2P in an exclusive group of top financial professionals. The training focused on important financial planning subjects.  Subjects covered included a panel discussion on Social Security planning, Family Estate organization as well as innovations to The Prosperity Planner ™, originally released in 2010.

Instead of sustaining the status quo, C2P has a complete business solution that aims to dramatically improve the quality of client services and advisor business models—and demonstrate a superior level of honor and integrity to the industry.

Richard Loek led one of five Mastermind sessions.  In total there were five Mastermind sessions that showcased strategies these five advisors are using in their businesses.  Strategies that allow advisors to improve the quality of client services and advisor’s business models.

IRAs total roughly $5.7 trillion in total retirement assets across the country.  Richard Loek welcomes requests for more information about Social Security planning, retirement distribution planning.

ABOUT CLARITY 2 PROPERITY:  Clarity 2 Prosperity Advisory Group is an independently-owned, financial services organization focused on helping elite, entrepreneurial-minded independent financial advisors succeed in business and in life. Built by leading advisors for leading advisors, our firm stands apart by being relevant, authentic and infused with the passion and skill of a leadership team that maintains considerable street credibility.

ABOUT Calrima Financial & Insurance Agency (2006) and Onesta Wealth Management, LLC, (2012) are independent Insurance and Investment adviser companies.  Working together have created and utilized the exclusive iXray Retirement Five Key Element Process to help convert client’s possibilities into realities; in other words, Helping Families Thrive.  Calrima and Onesta are located at 1875 Winchester Blvd, #100, Campbell, CA 95008

Mary Lee
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Tags:Social Security, Ira Rollover, Social Security Strategies, 401k Rollover, Free Social Security Planning
Industry:Insurance, Investment
Location:Campbell - California - United States
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