Social Security Planning - What Everyone Needs to Know

At this one hour workshop you will learn: 

• 5 factors to consider when deciding when to apply for benefits
• When it makes sense to delay benefits -- and when it does not
• Why you should always check your earnings record for accuracy
• How to estimate your benefits
• How to coordinate benefits with your spouse
• How to minimize taxes on Social Security benefits
• How to coordinate Social Security with your other sources of retirement income

Prudent Practices for Investment Fiduciaries

Key Features: The foundation for Fiduciary Studies has outlined 22 practices that are quickly becoming the prevailing standard for investment fiduciaries. The practices are substantiated by legislation, case law, opinion letter and can be used as a roadmap in reducing personal liability. The presentation covers what is necessary to demonstrate prudence in managing investment decisions.
 
Please call us at (206) 838-3680 or email info@nwasset.com to make a reservation for any of our upcoming seminars or to request a private seminar.