Events

Feb
5
Tue
What Should I Do with My Retirement Money? @ Legacy Theater at Cumberland Woods Village
Feb 5 @ 11:00 am – 12:30 pm

Attendees will be guided through the simple process of determining their retirement income goal, completing an accurate financial inventory, as well as defining their “income timeline” to illustrate future income sources. Additionally, attendees will receive an overview of the investments most commonly used to produce income in retirement with examples of how long your money may last in retirement.

Speaker:  Kenwyn Belkot, CFP | President of Freedom Financial Corporation

Mar
22
Fri
An Evening With Dreadnought Wines @ Pine Community Center
Mar 22 @ 10:00 pm – Mar 23 @ 12:00 am

Freedom Financial Corp is hosting an evening of  hors d’oeuvres, wine-tasting, and a wine presentation by our friends at Dreadnought Wines.  Friends and family welcome!

Please R.S.V.P. by March 8th to events@freedomfinancialcorp.com or call (724) 933-7222.

Apr
18
Thu
Unlocking Social Security @ Freedom Financial Offices
Apr 18 @ 10:00 pm – Apr 19 @ 12:00 am

Freedom Financial Corp. invites you to learn more about Social Security.  Our speaker is Joe Ferguson from TransAmerica Investments.

Oct
17
Thu
Highmark Seminar @ Freedom Financial Corp.
Oct 17 @ 10:00 pm – Oct 18 @ 12:00 am
Dona Marks, Senior Benefits Consultant with Highmark Senior Markets, will present an educational seminar suited for individuals turning 65 or anyone confused by Medicare coverage options. Topics include what Original Medicare covers and excludes, your options for additional coverage, and important facts on eligibility and enrollment periods.  Understanding Medicare is the first step in making the right choice for your insurance coverage.  This event is only for educational purposes and no plan-specific benefits or details will be shared.

Feel Free to Invite a Friend!

Please RSVP!

 

Securities offered through LPL Financial Member FINRA/SIPC

Apr
24
Thu
Solving the Social Security Puzzle – What you need to know before you claim (Evening Seminar) @ Pine Community Center
Apr 24 @ 10:00 pm – 11:00 pm

Eligibility for Social Security begins “early,” at age 62. However, claiming early will reduce your monthly check – permanently. There are many issues to consider when deciding to claim benefits.  Claiming Social Security benefits early may not be in your best interest. Can you afford to wait? Is the appeal of claiming retirement benefits early just too strong? If you are asking yourself these questions, you are not alone. That’s why we would like to invite you to this complimentary event.  If you feel that you are likely to live to age 80, or, 85, you should think carefully about delaying benefits until even after your full retirement age. This is because for every year that you wait beyond full retirement age, your monthly check will be increased by an additional 8%. Knowing how Social Security works and what you could be sacrificing is information that can boost your retirement security for years to come. Join us as we discuss the important issues regarding your Social Security benefits, including:

• How you may lose out on Social Security income by claiming your benefit at the wrong time.

• When should I take my benefit to obtain maximum income?

• Why many retirement plans overlook Social Security benefits – a HUGE mistake!

• How your unique life circumstances impact your benefit claiming strategy.

• How your spouse (or ex-spouse) factors into your Social Security election decision.

• How to determine when delaying benefits is the best approach, and when it isn’t.

• How to navigate the hundreds of filing combinations.

*There is no cost or obligation to attend, and reservations are required. Light Dinner provided.

*Please RSVP to Kenwyn:

kenwyn@freedomfinancialcorp.com or 412-260-3550.

Visit www.jsmith.sswise.com to watch a short movie about your benefits called “Good Decisions.”

Apr
26
Sat
Solving the Social Security Puzzle – What you need to know before you claim (Morning Seminar) @ Pine Community Center
Apr 26 @ 1:00 pm – 2:00 pm

Eligibility for Social Security begins “early,” at age 62. However, claiming early will reduce your monthly check – permanently. There are many issues to consider when deciding to claim benefits.  Claiming Social Security benefits early may not be in your best interest. Can you afford to wait? Is the appeal of claiming retirement benefits early just too strong? If you are asking yourself these questions, you are not alone. That’s why we would like to invite you to this complimentary event.  If you feel that you are likely to live to age 80, or, 85, you should think carefully about delaying benefits until even after your full retirement age. This is because for every year that you wait beyond full retirement age, your monthly check will be increased by an additional 8%. Knowing how Social Security works and what you could be sacrificing is information that can boost your retirement security for years to come. Join us as we discuss the important issues regarding your Social Security benefits, including:

• How you may lose out on Social Security income by claiming your benefit at the wrong time.

• When should I take my benefit to obtain maximum income?

• Why many retirement plans overlook Social Security benefits – a HUGE mistake!

• How your unique life circumstances impact your benefit claiming strategy.

• How your spouse (or ex-spouse) factors into your Social Security election decision.

• How to determine when delaying benefits is the best approach, and when it isn’t.

• How to navigate the hundreds of filing combinations.

*There is no cost or obligation to attend, and reservations are required. Light Breakfast provided.

*Please RSVP to Kenwyn:

kenwyn@freedomfinancialcorp.com or 412-260-3550.

Visit www.jsmith.sswise.com to watch a short movie about your benefits called “Good Decisions.”

Sep
20
Wed
A CPE Breakfast @ Freedom Financial Corp Offices
Sep 20 @ 8:30 am – 9:30 am
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