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Social Security Webinar

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Tax Planning Webinar

HELP PROTECT YOURSELF FROM SOCIAL SECURITY MISTAKES THAT COULD COST YOU THOUSANDS!

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Agenda

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Social Security is a crucial chunk of a successful retirement plan, and staying informed about the latest changes and updates can have a significant impact on your financial future. Our workshop will cover:
  • See how Social Security mistakes could cost the average American over $100,000 and how you can help avoid it.*
  • Discover why taking "general" Social Security advice could drastically reduce your benefits
  • Understand when you should consider claiming early vs claiming later
  • Learn claiming strategies that could substantially reduce the taxes you'll owe in retirement
Bradley S. Ford
President of Vineyard Financial

Brad has a long history of helping clients in or nearing retirement create a personal, tailored, uncomplicated, straightforward financial plan for people ready to retire, stay retired, and wanting to maintain their standard of living throughout retirement.

As a leader of his firm, Brad leverages over 40 years of knowledge and experience and has used his approachable personality to become well known in the area on television and radio. This has made him an authority on this topic, and he uses personalized financial strategies that address the unique needs and challenges that could arise in retirement.


Brad is a registered representative and investment advisor representative of Madison Avenue Securities.
He attended Western Kentucky University and the University of Southern Indiana.

Brad is a lifelong resident of Evansville, Indiana, and lives with his wife, Kathy. Together they have four children and they both like to spend their time with friends and family and spoiling their six grandchildren.

Are you ready to take the first step towards your dream retirement?
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* https://www.considerable.com/money/mistakes/claiming-social-security-too-early/

Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation. Our firm is not affiliated with or endorsed by any government agency.
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