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Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Copper Creek Financial are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Neither Jacob Serfas nor Copper Creek Financial are affiliated with or endorsed by the Social Security Administration or any government agency.
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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Use of the library meeting space does not constitute an endorsement of the program/meeting or its content by the
library.
Privately Catered
Join us for a private educational event and learn how to legally divorce the IRS from your retirement accounts and build a foundation of tax-free retirement income. This is a working class. We will be workshopping real world examples. Come with your notebook, ready to learn. We can't have your mind distracted by hunger pains, so a lite buffet will be provided.
Seating is limited, reserve your spot now!
Federal Employee Retirement Essentials:
How to Unlock the Full Value of Your Federal Retirement Package
What You'll Learn:
Survivor Benefits – what your options are and how to protect your loved ones
How to grow your retirement savings and choose the right withdrawal strategy
How to take full advantage of the benefits you’ve earned as a federal employee
Strategies for when and how to claim Social Security for maximum benefit
How your Federal Employees Retirement System pension is calculated and how to optimize it
If you qualify and how this added income bridges the gap to Social Security
How your coverage fits into your retirement plan
How your federal health benefits work in retirement and how they coordinate with Medicare
... Retire with Confidence!
ABOUT YOUR HOST
Jacob Serfas
At Copper Creek Financial, we want to help you pursue your financial goals. Our team is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Phone: 443-370-2005
Email: Kim@coppercreekfinancial.com
Website: www.coppercreekfinancial.com
Join Us
Linthicum Library
400 Shipley Road
Linthicum, MD 21090
Thursday, June 12th @ 6:00 PM at the
Focused On People, Not Profits...
Thursday, June 12th @ 6:00 PM
Linthicum Library
400 Shipley Road
Linthicum, MD 21090
Join Us
