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SOCIAL SECURITY PUZZLE
EDUCATION WORKSHOP


Need Help?
info@financialconvergence.com
 530-240-9494

You've paid into Social Security for 30+ Years. 
LEARN HOW TO OPTIMIZE IT!

At this no-cost event, you will
 * DISCOVER HOW THE MASSIVE CHANGES MADE IN 2015 WILL AFFECT SOCIAL SECURITY
   CLAIMS FOR YOU AND YOUR SPOUSE.
 * LEARN THE RIGHT CLAIMING DECISIONS SO YOU CAN AVOID PERMANENT MISTAKES THAT
   CAN LAST YOUR ENTIRE RETIREMENT
 * UNDERSTAND THE 3 CLAIMING STRATEGIES THAT CAN BE USED TO OPTIMIZED YOUR
   SOCIAL SECURITY BENEFITS
 * LEARN HOW TO REDUCE OR POTENTIALLY ELIMINATE TAXES ON SOCIAL SECURITY AND
   OTHER RETIREMENT FINANCES.
   

RSVP NOW!


How will this workshop help you piece together
the Social Security Puzzle? 

THIS EVENT WILL ANSWER YOUR MOST PRESSING QUESTIONS!
 * Learn the creative claiming strategies that could massively help married
   couples.
 * Put the tools in place to combat rising healthcare costs without depleting
   your retirement finances.
 * How you can still receive a benefit even if you have no income history of
   your own.
 * Understand Required Minimum Distributions (RMDs) and their tax risks in
   retirement.
   

 * Find out how much you can increase your benefit payments by not claiming
   early.
 * How your retirement income decisions will affect the legacy to your heirs and
   community.
 * What should you know before and after you have to take RMD's.
 * Get a personalized Social Security study and customized Retirement Income
   Report that analyzes your benefits and optimizes income.


This FREE Workshop Is Limited, So RSVP NOW!

RSVP NOW!
This is a free event, nothing will be sold.

You are invited to attend

Social Security Puzzle Event for Free!
Join professionals, John Gardner and Levi Sherley for a lively, fun evening
where they will give you more insight about Social Security and de-mystify the
complexities in a simple, easy to follow presentation.

This is not your usual seminar, this is a FREE Community based event where our
goal is to educate and empower you to make informed decisions about your future.

We don't sell anything at the event, we actually give all attendees a free
Social Security Analysis (worth $1500) at the end of the workshop.

We believe that creating a stable and secure foundation allows for independence
and freedom to be established financially. Wealth is not just about money.
Wealth is about having choices.
REDDING SOCIAL SECURITY EVENT
NOVEMBER 12 2019
6PM - 8:30PM

RSVP NOW!

This is a free event, nothing will be sold.

YOUR SPEAKERS ON THE NIGHT

John Gardner
CEO, Financial Convergence

John has over 30 years of experience in Financial Services, Finance and
Strategic Business Consulting. He is one of the two co-founding principles of
Financial Convergence. John specializes in income and estate planning with an
emphasis on safe-money retirement strategies.


He is passionate about helping families and businesses establish financial
capacity that creates freedom and gives rise to legacy. One of his primary goals
is to help establish powerful people who make decisions from a position of
strength instead of necessity or ambiguity. His focus is educational empowerment
and working with families to help them establish, achieve and celebrate their
“Income Independence Day.”  


There is no greater reward than partnering with families to be income
independent so they get to thrive for generations. Education, Coaching and
Teaching are paramount to empowering families. 


He holds the designation of Certified Financial Education Professional - CFEP
John loves investing into life experiences with family and friends. One major
highlight these days are his 3, soon to be 4, Grandchildren.
Levi Sherley
PRESIDENT, Financial Convergence

Levi is a father of three, loves golf, good wine, and meaningful conversations.
He has been serving clients for 7 years in the Redding area and has a passion to
see people thrive in this city. His highest purpose in life is to help people
see their dreams, passions and desires made manifest into this world. "I love
seeing freedom and legacy established in peoples lives in such a way that they
and the ones that they love get to live a thriving life" 


Levi is a Certified Financial Educator. He is brilliant at developing solutions
that create financial independence in retirement and loves helping people
establish inheritance that carries out the legacy people leave behind.

ADVICE YOU CAN TRUST








SOCIAL SECURITY PUZZLE

FREE REGISTRATION


CUSTOM JAVASCRIPT / HTML
WORKSHOP BOOKING
Select Your Date and Location
REDDING, NOVEMBER 12, 2019 | 6pm - 8:30pm




RSVP NOW!
This is a free event, nothing will be sold



FINANCIAL CONVERGENCE

Financial Convergence   |   1320 Yuba Street STE 203, Redding, CA, 96001, United
States    |    530-240-9494    |    info@financialconvergence.com
A division of Financial Convergence Insurance Solutions, Inc.  CA DOI Business
Entity License# 0L83689
Copyright 2019 | Financial Convergence| All Rights Reserved







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