SEMINARS



“Strategies to Maximize your Social Security Income”

Presented by James Rukstalis, CLU, ChFC, CFP®


There are a lot of common mistakes people make when signing up for Social Security. This is your opportunity to learn little known Social Security strategies that could maximize your lifetime benefits and KEY FACTORS you need to know BEFORE applying for Social Security. Don’t lose tens of thousands of dollars in benefits unnecessarily!
To help you gain beneficial information about Social Security, we present workshops on understanding your benefit options.
You will learn about:
  • How benefits are calculated and simple strategies to increase them.
  • Coordinating benefits with your spouse… Why married couples could miss out on substantial benefits.
  • When should you apply for Social Security… What you don’t know could cost you!
  • Special Strategies that could greatly increase your benefits.
  • How it can pay to delay – but is a higher benefit at a later age worth the wait?
  • How can you apply for a Delayed Retirement Credit?

Please Join Us for a Complimentary Gourmet Meal!

Entree is You Choice Of: Broiled Marinated Chicken Breast (topped with a white bordelaise sauce and served with wild rice & sautéed fresh vegetables), Marinated Bistro Filet (grilled certified angus beef topped with a mushroom marsala sauce served with mixed vegetables and potatoes) or Pasta Primavera (Rotelli pasta tossed with mixed vegetables, garlic, extra virgin olive oil and cream sauce)

Notice to all current clients regarding upcoming seminars ✔

We thank you for your interest, however our seminars are for potential new clients to get to know us. If you have already attended our seminar, there really hasn’t been any major changes that have been added. If you want to register for the seminar, and you’re an active client, we ask you to please bring a potential new client with you. Seating at our seminars is extremely limitedso it’s important to reserve these seats for meeting new potential clients.

 Thank you for understanding and if you have any questions, concerns or issues, please feel free to contact me and I will be happy to help! 

Kimberly Murphy
Operations Manager Notary Public 
(408) 642-1322 Office
(408) 393-9285 Cell
kim@jrfis.com


Currently, we do not have any dates scheduled for future Seminars.

We will announce dates here and on social media when dates are determined. You can also call our office, and ask to be put on our contact list to be notified. Thank you!

(408) 642-1322