(678) 694-8770 — bo.gibbs@GibbsFinancialGroup.com

What are two of the most important (yet confusing) aspects of retirement? Social Security Benefits and Estate Planning!

Our complimentary education session is here to help

Complimentary Event:

“7 Keys to Enhancing Social Security Benefits and Estate Planning Essentials”

Thursday, June 16th, 6:00-8:00pm EST at The Standard Club
EVENT FULL – WAITLIST ONLY

Start the summer off right by getting informed.

It’s your retirement – learn your options now. Hope to see you there. Register now to reserve your spot! Refreshments and hors d’oeuvres will be served!

Join us Thursday, June 16th 6:00-8:00pm EST at The Standard Club WAITLIST ONLY
6230 Abbotts Bridge Road Johns Creek, GA

Join Gibbs Financial Group as we host guest speakers Waldean Wall (to discuss social security, medicare, and how retirees can enhance benefits) and Kim Hoipkemier (to talk about Estate Planning basics) at this fun, no-cost event.

At this entertaining and insightful event, you’ll discover:

Facts About Social Security Benefits

  • How social security factors into your overalls retirement plan
  • Social Security 101: the basics
  • How to access your social security statements
  • How are benefits calculated?

Estate Planning Essentials

  • The “power” of estate plan control
  • Planning for the unexpected: how estate planning can protect you
  • Can estate plans help if you need long-term care?
  • How to protect the family from disputes or hardships when you’re gone

Social Security Income Options

  • Is it possible to have control over how much you receive with your social security income?
  • Income benefit options, and how to choose the right ones for you
  • Is it possible to have control over how much you receive with your social security income?

Legacy Planning

  • Ways to leave a legacy 
  • How to ensure your wishes are carried out
  • How estate planning works in terms of your financial assets

Ways To Enhance Your Benefits

  • When is the best time to start collecting your benefits?
  • What happens to social security if you work during your retirement?
  • Does your benefit age impact your social security? If so, how much?
  • Possible ways to enhance your benefits

Tax Implications, Medicare, & Special Circumstances

  • Possible tax implications of social security benefits
  • Spousal and survivor benefits – what happens to my spouse’s income when I die?
  • Medicare: why it is important to know the basics
  • Can divorcees still receive social security spousal benefits?

This session is offered exclusively by Gibbs Financial Group.

Start the summer off right by getting informed. Register now to reserve your spot or call us at (678) 694-8770 to sign up. 

REGISTER

About Your Presenter - Waldean Wall

As vice president of Advanced Markets for Allianz Life Insurance Company of North America (Allianz Life®), Waldean Wall is responsible for assisting the company’s financial professionals and their clients with financial, estate, and retirement-planning goals.

Prior to joining Allianz Life in 2002, Wall was a leaders-level advisor and advanced markets trainer at New England Financial. Before that, he was a tax consultant in Minneapolis.

Wall earned his MS in financial services (MSFS) from the Institute of Business and Finance and a master’s degree from Bethel University in Arden Hills, MN. He holds a Chartered Financial Consultant (ChFC) designation as well as FINRA Series 7 and 63 securities registrations and has earned the enrolled agent (EA) designation.

About Your Presenter - Kim Hoipkemier

Kim is a founding partner of GA Estate Planning & Probate.  Kim represents individuals, families and closely held businesses with all aspects of estate planning and administration.  With a keen eye for family harmony, proper planning and tax considerations, Kim brings patience and dedication to every client matter. 

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Gibbs Financial Group Lic #181551

Gibbs Wealth Management
GA Lic CRD# 281621

Bo Gibbs
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Investment advisory services offered through Gibbs Wealth Management, a Registered Investment Advisor in the state of Georgia. Insurance products and services offered through Gibbs Financial Group. GWM and GFG are affiliated companies.
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