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An Educational Discussion on Social Security Planning hosted by Allegra & Company

February 19, 2013 at 7:00pm — 8:30pm

| NP Library, 377 Elkwood Avenue | New Providence, NJ 07974

Posted February 5, 2013

Allegra & Company

Certified Public Accountants & Financial Planners

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 on the particulars of  Social Security and how to optimize benefits based on each individual’s unique situation

 

Contact Information

 

309 South Street

Murray Hill, NJ 07974

908-665-1696