Don’t pull that lever!
- 28
- Jan
- 2015
- Posted ByChris Nesbitt
- InEconomy, Retirement, Social Security
- No Comments.
Are you or someone you know about to file for Social Security benefits? I wouldn’t if I were you… at least not until you first learn how to maximize your benefits.
You may recall that last year I began offering a new service to my clients and the community. Myself and a small team of financial advisors are providing Social Security workshops to employer and community groups, wherein we educate baby-boomers on how to get the most out of their benefits. The workshops have been very well received, so we’re offering them again this next week.
If you’re in Orange county and would like to attend, the details are below. If you’re an employer, and want to learn about bringing a Social Security workshop to your employees, read this.
SOCIAL SECURITY WORKSHOP
WHERE: Sea Country Community Center
24602 Aliso Creek Road, Laguna Niguel, CA 92677
WHEN: Feb 3, Tuesday night at 7pm
AND Feb 7, Saturday morning at 10am
WHAT: Learn strategies to maximize your
Social Security benefits.
HOSTS: Gregg Lancer & Chris Nesbitt of
Fortress Financial Group, www.FortressWest.com
Search
Recent Posts
- Nations Largest Insurer Regrets ObamaCare
- Vesity Financial merges with NorthPointe Insurance
- Banking on Babylon
- The Implosion Begins
- Case Study: Crohn’s Disease and IUL
Categories
- Economy (6)
- Healthcare (19)
- Affordable Care Act (17)
- Healthcare Sharing Ministries (2)
- HIPPA (1)
- Obamacare (17)
- Retirement (20)
- 401k (7)
- Benefit Plans (1)
- Debt (1)
- Executive Bonus Plan (1)
- Fixed Indexed Annuities (5)
- Indexed Universal Life (5)
- IRA (2)
- IUL (1)
- Life Insurance (2)
- Oil (2)
- Savings (1)
- Section 162 (1)
- Social Security (2)
- Stock Market (6)

Thanks for visiting! I Look forward to hearing from you. -Chris
Chris did an amazing job helping my company setup a retirement plan that was very specific to our company and our industry. We have been very pleased …
I cannot thank you enough for your quick response and site visit. Our Site Manager called today to thank me, and let me know what a great service you …
Chris provided an amazing way for my artists to save money and reduce costs. Chris has taken each individual artist and customized a plan according to…
Chris was a great help, and setup a retirement plan specific to our unique needs.”
Chris was diligent in finding us just the right plan to fit our needs and our business. And we found a great relationship in him as well. Thanks Chris…
Chris set up a retirement plan that met our company’s unique requirements”
Through Chris Nesbitt’s committed leadership, Vesity Financial Inc has brought both excellent service and exciting opportunities to the Gilson Daub …
Chris Nesbitt is the best. I have worked with several financial consultants over my 30 years as an attorney and as an investor. Chris explained the av…
I have known Chris Nesbitt for over 15 years. He is a man of integrity, with whom I would entrust any of my worldly possessions, including my life sa…
After we received notification from our health insurance company that they were cancelling our existing group plan due to the ACA, Chris helped us nav…