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  • Savvy Tax Planning

    Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over their lifetime. This informative seminar covers the basics of Social Security and reveals innovative strategies for maximizing your benefits. At this workshop you will learn: 5 factors to consider when deciding when to apply for benefits. When it makes sense to delay benefits, and when it does not. Why you should always check your earning record for accuracy. How to estimate your benefits. How to coordinate benefits with your spouse. How to minimize taxes on Social Security benefits. How to coordinate Social Security with your other sources of retirement income. This workshop will be presented by Cody Clem, North Metro Money Management in St. Francis. North Metro Money Management is independent of Parkland Securities, LLC. Member FINRA/SIPC. Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.
  • Social Security for Couples

    The Social Security decisions spouses make when they are in the 60’s will determine the amount of total income they will receive over their lifetime. Learn some little-known rules that can help married couples get more out of the Social Security system. This workshop will be presented by Cody Clem, North Metro Money Management in St. Francis. Securities offered through Parkland Securities, LLC, FINRA/SIPC. Fee based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor. Noethmetro Money Management is independent of Parkland Securities, LLC, and Sigma Planning Corporation.