Featured Event:

September 19, 2019: 567 Social Security Workshop at 6:30 pm… learn more

Call Us

(800) 638-6900

What You Don't Know Can Cost You

Understanding Your Social Security Decision

Did you know 3 out of 4 Americans are leaving thousands of dollars on the table1 when it comes to figuring out the best time (and way) to claim their Social Security benefits?

Join us for a 45-minute informational Social Security Workshop to help you feel better prepared to claim your benefits.

The workshop will focus on:

  • Changes to Social Security filing strategies
  • How married couples can
    maximize their benefits
  • How the “do over” and “start, stop, restart”
    strategies work
  • How to claim retroactive benefits
    as a lump sum
  • How remarriage effects survivor
    benefits for widowed or divorced spouses
  • 5 factors that could reduce your benefits

All attendees will receive a 20-page informative workbook detailing the essential Social Security Workshop focus points.

Space limited to a small workshop group to help answer all questions. RSVP required.

 

RSVP for Breakfast Session:

DATE:
Sept. 12, 2019

TIME:
7:00 AM – 7:45 AM

LOCATION:
Courtyard by Marriott Detroit Warren
(30190 Van Dyke, Warren, MI)

Reserve my seat!


RSVP for Lunch Session:

DATE:
Sept. 12, 2019

TIME:
11:30 AM – 12:15 PM

LOCATION:
Courtyard by Marriott Detroit Warren
(30190 Van Dyke, Warren, MI)

Reserve my seat!

 

About the Presenter:

Jim Kruzan is a Certified Financial PlannerTM and Chartered Retirement Planning CounselorSM. With over 35 years of experience, and as the founder of Kaydan Wealth Management, Kruzan is a nationally recognized2 Wealth Advisor.

Kruzan shares, “My main goal is to substantially reduce the level of stress my clients contend with when it comes to their finances, giving them the time and freedom to lead more meaningful, abundant lives.”

 

 

 

1 Source: Marketwatch, May 2015.
2Jim Kruzan has been nationally recognized in Forbes, Barron’s, The Financial Times, The Wall Street Journal, The New York Times, Kiplinger, and Bloomberg Businessweek.