"Many individuals do not fully understand key details of Social Security rules that can potentially affect their retirement benefits."  

READ MORE from the Government Accountability Office Study 

Social Security and Income Planning 

no-cost public education meeting

STEP 1: CHOOSE A DATE/LOCATION

STEP 2: COMPLETE REGISTRATION FORM

  STEP 3: MAXIMIZE YOUR BENEFIT

Upcoming Classes 

WHEN: November 16th Saturday 1pm - 2:30pm

WHERE: At the Lakewood Library

10200 W 20th Ave, Lakewood, CO 80215

Watch a Sneak Peak

(this was a webinar, your class will be live)

Registration Form

When you complete this form, your information will be kept confidential, and will not be distributed to any other organizations or persons. Once the form is submitted, we will contact you to confirm your reservation. If you're unable to attend, we'll let you know about future class dates, unless you ask us not to.  See our Privacy Policy.

What you will learn:

  • 2019 Social Security changes and updates

  • How tax reform affects Social Security benefits now and later

  • When to delay your benefit and when to not

  • What's changed with spousal filing options

  • How to maximize ex, current and deceased spousal benefits

  • What questions you should ask at the Social Security Office

  • How working affects your benefit

  • Understanding today's retirement income sources: pros and cons

  • How your other assets with together with Social Security Benefits

  • Q and A opportunity with Social Security expert

You should attend if you..

  • Are single or married and are considering starting you benefit

  • Recently started receiving benefits

  • Have questions about current, ex, or deceased spousal benefits

  • Have an upcoming SS appointment and want to be prepared

  • Might have made a filing mistake

  • Are wondering how working affects your benefit

  • Need more information on retirement income options

  • Are trying to turn your 401k or IRA into life-long income

  • or have other general questions about retirement benefits

Why this class?

  • Taught and developed by Certified Financial Planner Jo-Ann Holst

  • Six years of experience teaching Social Security Classes and nineteen years industry experience

  • EDUCATION ONLY! No sales pitches, feedback is optional

  • Comprehensive class covers broad range of Social Security topics

  • Helpful handouts with Social Security facts and guidelines, 2019 tax limits, note-taking materials and more

  • It's COMPLIMENTARY! Why?  Because it's a great way for us to get known in the community as Financial Planners.  Think of it like the best free sample you'll ever get!

How to register

  • Fill out the registration form

    • Your information will be used only for registration purposes and will be kept confidential​

  • Or call 

Space is limited for easier Q & A, RSVP is required for attendance. Reservations will be honored on a first-come, first-served basis.  Classes usually repeat monthly, check back for more upcoming class dates and topics.  Can't make this class? click below to see other class topics and dates. 

Registration Form

 When you complete this form, your information will be kept confidential, and will not be distributed to any other organizations or persons. Once the form is submitted, we will contact you to confirm your reservation. If you're unable to attend, we'll let you know about future class dates, unless you ask us not to.  See our Privacy Policy.

 

What does Full Retirement Age mean?

Will my ex-spouse know if I take his/her benefit?

Lakewood, May 17th 2017

Is my Social Security benefit ever taxed?

Lakewood, May 17th 2017

How do I decide when to take my benefit?

Lakewood, May 17th 2017

What if I decide to take my benefit early?

Lakewood, May 17th 2017

Lakewood, May 17th 2017

Jo-Ann Holst Advisers Inc. is not associated with the Social Security Administration. You should always consult the SSA before making any decisions, filings or changes to your benefit. To contact the Social Security Administration, please visit www.ssa.gov or call 1-800-772-1213.

Social Security FAQ -
Jo-Ann answers your Social Security questions!

Lakewood, May 17th 2017

Email: info@joannholstadvisers.com

Lakewood address: 550 S. Wadsworth Blvd - Suite 401 Lakewood, CO 80226     

Lone Tree Address: 10375 Park Meadows Drive – Suite 480 Lone Tree, CO 80124

​© 2019 by Jo-Ann Holst Advisers Inc.

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Complimentary consultation available only to qualified candidates possessing a specified minimum of investible assets. Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC a SEC Registered Adviser. Not all investments will be suitable or profitable for a specific client's portfolio. Insurance products may be recommended.  Financial advisers serving the Greater Denver area.