Phone: (301) 588-0514
Email: jim.musgrave@mfsadvisors.com
Website: https://www.sofausa.org/
...Claim With Confidence!
Click here to register, seats are limited and registration is required -->
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Attend This Social Security Planning Event and Learn:
What you can expect from Social Security when you claim—will it be there when you need it?
Optimization
Expectation
What strategies can you use to optimize your benefit (in coordination with your spouse or Ex-spouse, if applicable)
Taxation
Find out how recent tax law changes benefit you and potentially reduce your taxes!
As a wealth advisor and Chartered Retirement Planning Counselor with over 28 years’ experience, Jim helps people within 8 years of retirement to avoid making costly mistakes and maintain their standard of living in retirement. He specializes in retirement planning, money management, 401(k) plans and financial planning for individuals, federal employees and business owners. He is passionate about financial education and is the president of the Baltimore/Washington corridor chapter of the Society For Financial Awareness, through which he provides Social Security, investment, and retirement educational seminars for businesses, federal agencies, military bases, and non-profits.
ABOUT YOUR SPONSORS
James C. Musgrave, CRPC
BONUS: Free download when you register: "5 Things To Consider Before You Claim"
How Will Recent Changes To Social Security Affect You?
Thursday, April 30th @ 6:00 PM
7584 Leesburg Pike
Falls Church, VA 22043
Tysons-Pimmit Regional Library
This is one of the most powerful free events we've ever hosted! Seating is limited, and reservations are required.
Robin Drews, RICP
As a Retirement Income Certified Professional (RICP), Robin specializes in roadmap planning to help clients articulate and achieve their long-term goals. She has previous experience in financial planning from both UBS Financial Services and Morgan Stanley. She is a strong advocate of financial literacy and education, with a background in helping teachers, members of the military, and government employees understand their pensions and their financial potential through the planning process. Robin helps clients with income replacement strategies during retirement, legacy planning, risk management, and goal setting.
Make Social Security the Cornerstone of your Retirement Plan
Thursday, April 30th @ 6:00 PM
Tysons-Pimmit Regional Library
JOIN US
7584 Leesburg Pike
Falls Church, VA 22043