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RECENT EVENT SPONSORS
CPA Societies in Dallas, Houston, Waco & Galveston Gulf Coast 2018
San Antonio Fire & Police
Texas CPA Tax Institute Arizona Society of CPA’s (Phoenix, Flagstaff, Prescott, Tucson & Yuma)
Texas Society of CPA’s 2017 (Dallas, Houston, San Antonio & Austin Chapters)
Lincoln National (Dallas, Austin, Chicago, Philadelphia, Nashville, Sacramento & Denver)
UBS Financial & Morgan Stanley Offices in Houston, Phoenix, Tucson, San Antonio & Dallas
Fei - Financial Executives International (Dallas & San Antonio Chapters) – 2016 in Washington, DC
NEXT STEPS
Step1: Set up a meeting in order to become comfortable with Dave & the Social Security claiming process.
Step 2: Identify current clients in the Social Security claiming age range (60+) and invite them & their friends in that same age group to a 1 Hour Educational Workshop on “Maximizing Social Security.”
Step 3: For those interested, Dave will run a personalized analysis...
NO ONE SHOULD CLAIM BENEFITS WITHOUT RUNNING THE NUMBERS
Learn more about what it is that we do, and how important it is to understand the consequences of the decision for the individual and the spouse!