The financial professionals at Anchor Financial Group care about your goals and unique situations. We understand that it can be difficult for pre-retirees and retirees to cut through the clutter and come up with financial strategies for their future. Planning for retirement shouldn’t be a confusing, or an overly complex process. Our workshops are designed to educate pre-retirees and retirees on several important topics while empowering them to make decisions for their future. Our goal is to empower you to make informed decisions so that you can spend your time enjoying your retirement, not planning for it. Come visit with us at one of our upcoming events!
Scroll Down To See All of Our Upcoming Events
Social Security benefits can be an important part of any retirement. In fact, claiming benefits incorrectly could potentially cost you $200,000 or more in lifetime income. Knowing the different options available can provide you with a greater chance of optimizing your benefits. Deciding which choices work for you requires careful consideration of your overall retirement income strategy. We’ll answer common questions, such as:
- Will Social Security be there for me?
- What age should I take Social Security?
- What is my full retirement age and why does that matter?
- My spouse didn’t work, can they collect Social Security?
- Are Social Security benefits taxed?
Bonus: You’ll also learn how Social Security and Medicare interact and whether you may be impacted by the “unwelcomed surprise” some retirees now face. All attendees will learn how to receive our free Social Security report that highlights potential claiming strategies and how they pertain to their own unique situations. This is a popular workshop, so sign up today to reserve your seat!.
Long Term Care
If you end up being one of the many Americans who will need long-term care (LTC) in the future, this educational workshop is for you! Today, many older Americans worry they’ll one day become a financial or emotional burden to the people they love most. By looking to the future and preparing now, you can help provide protection from the financial and emotional stress when someone needs long-term care services. Attendees will also receive a free Step by Step guide to plan for all potential possibilities.
There are several common mistakes business owners make that can affect their business, family, and lifestyle. Sadly, many do not take the time to plan and protect what they have worked so hard to build. The financial professionals of Anchor Financial Group are part of a strained team focused on helping individuals identify and off-load risk. The workshops do not discuss products, it is not aimed to sell you something. Simply put, many of us have been business owners in the past and we want to help current business owners avoid the many pitfalls that we have experienced ourselves. Every attendee will leave the seminar with a concise snapshot of how well or how poorly they are protected in these 6 key topics. This 60-minute investment of your time may be the best hour you spend on your business all year.