Broker Check
28 March
Protecting Your Surviving Spouse's Income

Description

During this seminar we will cover:

  • How a surviving spouse assumes a disproportionate amount of financial risk
  • The impact of Social Security benefits, Medicare, and taxes on a retirement strategy
  • Spousal protection strategies that can be used to help reduce this risk


    Speaker: Travis Allen, ChFC®, CFP®, Eagle Life


    Hosted by: Nicole Reif, CFP® - Financial Advisor, Cetera Investors                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 

  • 900 SW 16th St, Ste 110 Renton, WA 98057  (206)204-3066

    Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. CA Insurance License #0D28002

     


Date and Time

Tue, Mar 28, 2023

5:30p - 6:30p PST

Location

Zoom - link will be provided via confirmation email

PT1H

Event Registration

Will you be able to attend this event?