Social Security & Estate Planning 101

SOCIAL SECURITY & ESTATE PLANNING 101. PLEASE JOIN US FOR A COMPLIMENTARY LUNCH AND DINNER PRESENTATION HOSTED BY: EDDIE KNEZEVICH & SCOTT GROTELUESCHEN Of LIFETIME FINANCIAL GROWTH. KEY NOTE SPEAKERS: MATTHEW KELLY, GUARDIAN ANNUITIES GEOFF KUNKLER, CARLILE, PATCHEN, AND MURPHY LLP. This workshop is designed to help you make informed decisions about your financial future based on your Social Security benefit options and how much money you may need from other sources to supplement your retirement income. Please join us for lunch or dinner as we discuss how to maximize your Social Security and protect your estate. Topics will include: How Social Security Works Ways to Optimize Your Benefits, What is the Real Cost to Electing the Wrong Option, Electing Tax Efficient Income Strategies, Could Filing and then Delaying Monthly Benefits Help Your Family. DATE AND TIME: THURSDAY, FEBRUARY 25TH, 2016 Session 1: FROM 12:00 P.M. TO 1:00 P.M. OR Session 2: FROM 7:00 P.M. TO 8:00 P.M. Location: HOFBRAUHAUS COLUMBUS (2ND FLOOR) 800 GOODALE BOULEVARD COLUMBUS, OH 43212 R.S.V.P. To KAREN LIDRBAUCH KLIDRBAUCH@LFGCO.COM 614-785-5100 EXT 241 SEATING WILL BE LIMITED!