Keys to Unlocking Social Security

• Hosted by Rob Hellman, Vice President & Financial Advisor with Ziegler Wealth Management's Waukesha office


• Guest speaker: Ryan Bostwick, Regional VP Mutual Funds, Transamerica Capital, Inc.


• Discussion of the history and future of Social Security


• When's the best time to take benefits, and coordinating benefits with your retirement date — Claim now or claim later strategy


• How are benefits calculated? Can I still receive them when I'm working? And what are the maximum benefits available to me?


• Medicare eligibility and its impact on your benefits


• Snacks and sandwiches will be served.

FREE event – Please RSVP to Sharon Boldt, 262-955-6932 or sboldt@ziegler.com