You Asked —We Listened.

Our 360 Client family wanted more opportunities to learn together — and we’re proud to launch our Milestones & Money Educational Series to do just that.

Join 360 Financial Group

as we host guest speaker, Annuity Advanced Markets Senior Consultant: Dave Vogel, CFP, CLU, ChFC, to discuss social security, medicare, and how retirees can enhance benefits.

Social Security Benefits can be confusing. Our complimentary educational event is here to help.

“7 Keys to Enhancing Social Security Benefits”

THURSDAY
Sept. 25th at 6:30pm

at
the henry

The Henry
300 Town Center Dr.
Dearborn, MI 48126

Enjoy a complimentary dessert bar while you learn — a sweet treat to complement our insightful session.

In this no-cost, no-obligation event, we’ll discuss:

Facts About Social Security Benefits

  • How social security factors into your overalls retirement plan
  • Social Security 101: the basics
  • How to access your social security statements
  • How are benefits calculated?

Social Security Income Options

  • Is it possible to have control over how much you receive with your social security income?
  • Income benefit options, and how to choose the right ones for you
  • Is it possible to have control over how much you receive with your social security income?

Ways To Enhance Your Benefits

  • When is the best time to start collecting your benefits?
  • What happens to social security if you work during your retirement?
  • Does your benefit age impact your social security? If so, how much?
  • Possible ways to enhance your benefits

Tax Implications, Medicare, & Special Circumstances

  • Possible tax implications of social security benefits
  • Spousal and survivor benefits – what happens to my spouse’s income when I die?
  • Medicare: why it is important to know the basics
  • Can divorcees still receive social security spousal benefits?

This Milestones & Money session is offered exclusively by 360 Financial Group

Thursday, Sept. 25th at 6:30pm at The Henry:
300 Town Center Dr., Dearborn, MI 48126

Register now to reserve your spot or call us at (844) 779-1634 to sign up. 

It’s your retirement – learn your options now. Hope to see you there. 

dessert 2

We Look Forward To Seeing You There!

As part of our 360 Client family, you're welcome to invite up to two guests to attend with you!

Name
Will your Spouse/Partner be attending?
How many additional guests will you be bringing?

Building Your Future On A Solid Foundation

9424 Newburgh Road, Livonia MI 48150

3133 Van Horn, Trenton, MI 48183

10315 Grand River, Suite 306, Brighton, MI 48116

By contacting Pete Dotson MI License #0278432, Kellie Williams MI License #20882666, Zac Williams MI License #18447934, 360 Financial Group MI License #800781395 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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