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David Allegra to Hold Free Social Security Seminar for Local Residents!

David J. Allegra, CPA, CFP

Friday, February 8, 2013 • 9:58am

 

Allegra & Company

Certified Public Accountants & Financial Planners

309 South Street

Murray Hill, NJ 07974

908-665-1696

 

PRESENTS …

AN EDUCATIONAL DISCUSSION ON

SOCIAL SECURITY PLANNING

 

 

 

WHEN:  Tuesday, February 19th

 

LOCATION:  New Providence Memorial Library

 

TIME:  7PM

(Light refreshments will be served)

 

Please RSVP (908) 665-1696

**Call early to reserve your space…and bring a friend!**

 

WHAT YOU WILL LEARN?

·        How to estimate benefits

·        Making the most of your benefits

·        The effects of early or delayed benefit election

·        How to maximize spousal benefits today and in the future

 

David J. Allegra, CPA, CFP® and Robert Foley will educate residents in plain language/terms on the particulars of  Social Security and how to optimize benefits based on each individual’s unique situation. 

 

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