Social Security - Facts & Strategies
Maximize your Social Security benefits. We’ll explore claiming rules and strategies for couples, divorcees and surviving spouses on how to get the most out of your Social Security benefit. We will discuss the important role Social Security plays in retirement planning and how to avoid becoming a victim of the "widow trap". You should attend if you’re within a few years of retirement. The instructor, Charles Taylor, is the owner of Four Points Advisory LLC. Investment and advisory services offered through World Equity Group Inc., member of FINRA/SIPC.
Charles Taylor
Instructor
Chuck Taylor specializes in family wealth planning. As an Accredited Wealth Management Advisor AWMA® Chuck has been helping his clients plan, accumulate and preserve wealth in preparation for the distribution phase of life. He believes an educated client can weather the ups and downs of the market better than an uneducated investor, and he strives to treat each client with dignity, confidentiality and respect. Chuck is the owner of Four Points Advisory LLC. Securities and Investment Advisory Services offered through World Equity Group Inc., member firm of FINRA/SIPC. Four Points Advisory LLC is also an A+ Accredited Member of the Minnesota Better Business Bureau.
Medicare 101: "Very informative and easy to understand." Jeannette - Fall 2024
Social Security Claiming: "Good Class - everyone should take it." Ralph, September 2021
Social Security Claiming: "It opened my eyes to what I need to know." Timothy, September 2021
Social Security Claiming: "Wonderful, enlightening and loved the instruction." Student, September 2021
Medicare: " Chuck explained things in an easy to understand language. Sometimes these things are so confusing. he made it easier." December 2021
Medicare: "I liked that he looked for the best value for the individual." Colleen, June 2021
6251-FA26
Instructors:
- Charles Taylor
| Date | Time | Location |
|---|---|---|
| Tue, Oct 13th 2026 | 6:30 - 8:00 PM | Education Center |
