Join a licensed financial professional for a live event.
West Chester Township, OH
Ben coordinates the financial planning process and helps identify your goals, recognizing some of those goals will change as your life unfolds and your needs evolve. He designs and implements customized strategies all as part of the proprietary process, The Path to Purpose FORMula™. He and his wife Mandy have been happily married since 2004. They were blessed with a son, Cooper, in 2005 and daughter, Claire, in 2011. Their family enjoys being active in their church, traveling, hosting friends and family, spectating at amateur sporting events (especially high school basketball & swimming), and experiencing different cultures. On occasion Ben enjoys playing golf, sometimes in amateur tournaments, which he credits for teaching him patience. He also will tackle the occasional home improvement project, read non-fiction, and watch documentaries. Through experience and “honey-do-lists” Ben has learned to never start a project he’s not ready to finish.
Save my seatLargo, FL
With the new administration coming into office, what changes are coming? New tax laws or modifications to past laws may impact your benefits and the way you make your election. Also, your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Come and learn more at this complimentary group presentation hosted by local retirement professional Willie Schuette from The 611 Group. This educational workshop will cover tax-efficient retirement strategies and reveal the latest for potentially maximizing your Social Security benefits.
Save my seatWyomissing, PA
With the new administration coming into office, what changes are coming? New tax laws or modifications to past laws may impact your benefits and the way you make your election. Also, your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Come and learn more at this complimentary group presentation, hosted by local retirement professionals, Jeff Bush, Steve Jablonski, and Shannon LaRosse from WellSpring Financial. This educational workshop will cover tax-efficient retirement strategies and reveal the latest for potentially maximizing your Social Security benefits.
Save my seatRaleigh, NC
Avoid costly mistakes with your medicare & Maximize your social security
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