Social Security seminar

Charleston’s

Charleston’s

6839 S Yale Ave, Tulsa, OK 74136

Upcoming Seminars

COORDINATING SOCIAL SECURITY AND RETIREMENT INCOME IN A TAX EFFICIENT MANNER

Why isn't anyone talking about how to convert my retirement accounts into retirement income?

If the thought of retirement seems more intimidating than exciting, you're not alone! By breaking the retirement planning process into smaller, more manageable pieces, you can take the steps towards protecting and maximizing your hard-earned money.

Please Join us for this complimentary informational seminar at Charleston's. We will discuss how to maximize your Social Security based upon your personal needs. Seating is limited, so sign up today!

Did you know?

·         Before and during retirement, it is important to develop and adhere to a sound financial strategy that helps you weather market fluctuations

·         Inflation can lower the value of your savings from year to year.

We will be discussing:

·         Maximizing your Social Security Payments

·         Understanding how Social Security affects your spouse

·         Understanding how Social Security taxation affects you

·         Planning appropriately for retirement income

·         How to develop a tax-efficient retirement

When it comes to retirement income, growth, and inheritance planning, you may not be able to predict the future, but you can educate yourself and prepare for it!

Meal selections will be available at the venue.

Spouses are encouraged to attend!

Seating is limited. Register now!

Charleston’s 6839 S Yale Ave, Tulsa, OK 74136
Sandra Minardi offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Sandman Wealth Management is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services offered through Sandra Minardi, independent agent. Sandman Wealth Management, Sandra Minardi and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

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The Association of Financial Consultants is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these workshops. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one-on-one with our specialists.


Adults only please. Not affiliated with the Social Security Administration or any government agency.