Social Security Seminar – Chanhassen Library

 

Join us for an informational Social Security workshop at the Chanhassen Library. The seminar will cover the new rules and basics of Social Security along with the advanced filing strategies that could increase your lifetime benefit.

Topics will include:

  • Changes to Social Security filing strategies
  • How married couples can help enhance their combined monthly and lifetime benefits
  • The effect of remarriage on survivor benefits for widowed and divorced spoused
  • Why the 2023 wage base limit raise could cost you in additional taxes
  • Five factors that could reduce the actual payments you receive

    WHERE: Chanhassen Library

    DATE/TIME: July 23rd, 2024 at 6:00 p.m. and July 24th, 2024 at 12:30 p.m.

    This event is open family and friends as well. Please feel free to share this invitation with anyone you feel may benefit from it.

    Social Security Seminar – Orono Activities Center

     

    Join us for an informational Social Security workshop at the Orono Activities Center. The seminar will cover the new rules and basics of Social Security along with the advanced filing strategies that could increase your lifetime benefit.

    Topics will include:

    • Changes to Social Security filing strategies
    • How married couples can help enhance their combined monthly and lifetime benefits
    • The effect of remarriage on survivor benefits for widowed and divorced spoused
    • Why the 2023 wage base limit raise could cost you in additional taxes
    • Five factors that could reduce the actual payments you receive

      WHERE: Orono Activities Center

      DATE/TIME: August 20th at 11:00 a.m.

      This event is open family and friends as well. Please feel free to share this invitation with anyone you feel may benefit from it.

      Car Show – July 27th, 2024

      Please join us at the Let Freedom Ride Car Show on July 27th, 2024. One of our advisors, Cody Pollock, helps sponsor this great car show. There will be a food truck with pizzas and drinks for sale as well as free sno-cones while supplies last. If you have a cool or classic car that you would like to be in the show, please contact Cody Pollock at cpollock@signaturewealthmn.com or visit the car show website at www.msreg.com/LFRCS for information on how to register for the car show. The car show is a fundraiser for the SWCHS Robotics Team. 

      WHERE: 1981 Bavaria Rd  Chaska, MN 55318

      DATE/TIME: July 27th, 2024    9:00 a.m. to 1:00 p.m.

      Webinar Archive

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      John N. Madson, CFP®, CRPC®

      Financial Advisor
      Certified Financial Planner™
      National Social Security Advisor Certificate Holder
      Phone:952-388-6393
      Fax:952-388-6399
      Email:jmadson@signaturewealthmn.com

      Cody Pollock

      Cody R. Pollock CFP®

      Financial Advisor
      Phone: 952-873-1901
      Fax: 952-388-6399
      Email: cpollock@signaturewealthmn.com

      Understanding Probate

      Trust Basics

      Social Security Basics

      Medicare

      Estate Planning

      Irrevocable Life Insurance Trust (ILIT)

      Death of a Family Member Checklist

      Advanced Estate Planning Concepts for Women

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