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Health & Wealth - Navigating Social Security


Adult and Senior / Special Interest -
Adult Enrichment 2020-2021

Do you know the most optimal time for you to start taking your Social Security?
Your Social Security decision could be the biggest financial decision you make in your life and you only have one chance to get it right. Three out of four people unknowingly take a reduction in their Social Security income and 40% of them look back and wish they would have done something different. This class will familiarize you with the various Social Security filing strategies and will enable you to know what questions to ask, prior to filing, to help you make
the best decision for your retirement.

 October 2020 
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 November 2020 
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 December 2020 
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Instructor

Jonathan V Rice


Jonathan "JR" Rice is one of the partners with Diversified Wealth Management. He has over 20 years of experience helping and educating the public on preparing for retirement and planning for a potential long-term care needs. JR has earned numerous planning designations which allows him to be a well-versed expert on these educational topics. JR resides in Shoreview with his wife and 3 children.

Securities offered through Securities America Inc., member FINRA/SIPC and advisory services offered through Securities America Advisors, Inc., Diversified Wealth Management and the Securities America Companies are independently owned.
L386F20B

  Jonathan V Rice


Lenox Community Center : Rm 115 Craft Room
Wednesday, Oct 14
6:00 - 7:00 PM

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L386F20C

  Jonathan V Rice


Online
Tuesday, Nov 17
12:00 - 1:00 PM

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L386F20D

  Jonathan V Rice


Online
Thursday, Dec 10
6:00 - 7:00 PM

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