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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

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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...

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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!

Learn More Today!