Broker Check

Events

Savvy Social Security Planning

July 18, 2017 12:00p - 1:00p US Mountain Standard Time

Yuma Investment Group Wealth Management

•How to maximize your benefits •Ways to potentially benefit from Social Security with the highest payouts. •Will Social Security be enough?

 

Savvy Medicare Seminar

August 22, 2017 12:00p - 1:00p US Mountain Standard Time

Yuma Investment Group Wealth Management

•Learn how to minimize out of pocket medical costs in retirement. •How to plan for higher health care costs during retirement. •Learn the best time to enroll in Medicare. •Learn what Medicare covers and does not cover.

 

6 Retirement Account Options

September 19, 2017 6:00p - 7:00p US Mountain Standard Time

Yuma Investment Group Wealth Management

•Six potential “Rollover” options for your qualified plan funds. •Net Unrealized Appreciation (NUA). •What is a “Stretch IRA?” •Special tax breaks available for the appreciation of employer stock within a qualified plan. •Strategies to help make the most of your ROTH IRA conversion.

 

Savvy Social Security

October 26, 2017 6:00p - 7:00p US Mountain Standard Time

Yuma Investment Group Wealth Management

•How to maximize your benefits •Ways to potentially benefit from Social Security with the highest payouts. •Will Social Security be enough?

 

Savvy Medicare Seminar

November 15, 2017 6:00p - 7:00p US Mountain Standard Time

Yuma Investment Group Wealth Management

•Learn how to minimize out of pocket medical costs in retirement. •How to plan for higher health care costs during retirement. •Learn the best time to enroll in Medicare. •Learn what Medicare covers and does not cover.

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