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    Events

    Social Security Optimization:

    "How to Optimize Your Social Security Benefits, Maximize Your Retirement Income and Make Your Personal Savings Last"

    This is a workshop designed for married couples approaching retirement who are not currently collecting any type of Social Security benefits. Topics discussed include strategies for maximizing Social Security benefits; how to sort through over 700 possible filing combinations; proper coordination of spousal benefits to obtain the highest level of income, and methods that offer you the possibility of nearly doubling your annual benefits and providing hundreds of thousands more in lifetime income.


    Other Workshops:

    Some of the topics discussed include:

    "Saving for the Future: The Four Risks No One is Telling You About"

    This is a workshop for anyone planning to retire. Today's savers face many risks when saving for the future. Topics include the structural risk of how you save, the market risk of growing your funds, the tax risk in today's economy and the longevity risk of making your funds last a lifetime. Learn how much you actually need to save for retirement and how to grow your funds without taking a hit everytime the market crashes as well as how to balance saving for retirement, among other things.

    "Comprehensive Retirement Planning for Those of Significant Financial Worth"

    This is a workshop for those at or nearing retirement who have a minimum net worth of $250,000. Topics include the #1 mistake retirees make when investing in the stock market; how to get your retirement finances in order, and a blueprint for putting your retirement puzzle together which includes strategies to maximize Social Security and make your expenses generate enough income to meet your expenses even in a flat market.


    Women’s Only Seminars:

    These events are only for women and they focus on overcoming challenges women face when it comes to retirement.


    Please contact our office for dates and locations of upcoming workshops and seminars. Our toll-free number is 877-829-9227. Call to register and reserve your seat!

    Insurance products such as annuities will be discussed and an opportunity will be given to make appointments for a later date; however, no products will be sold during this seminar. If you replace an annuity, some surrender penalties may apply. Children, agents and brokers will not be admitted. You must be 55 or older to attend (if married, both husband and wife should attend). Only confirmed reservations will be admitted. Seating is reserved for first time attendees only.

    RESERVATIONS ARE SUBJECT TO QUALIFICATION.

    Any comments regarding guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Global Financial Private Capital or GF Investment Services.

    Seminar Registration
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    We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do!

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    Securities offered through GF Investment Services, LLC. Member FINRA/SIPC. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. California Insurance License #s 0B34918

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    This report is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance or investment products in the future.