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Uhler and Vertich to provide islanders with answers to retirement questions

By Staff | Feb 16, 2010

Uhler & Vertich Financial Planners will conduct a complimentary workshop, “Social Security Unlocked!,” at 2 p.m. on Tuesday, Feb. 23 at the Sanibel Community House, located at 2173 Periwinkle Way.

The one-hour session will provide information about when to start Social Security payments, file-and-suspend options, the impact of taxes and inflation on payments, and how taking Social Security affects one’s family.

Attendance is limited to allow for questions, and reservations are required. Please call 936-6300 to reserve a place.

“There is a lot of confusion about how and when to start collecting Social Security payments and how those payments influence long-term financial circumstances,” said Financial Planner Tom Uhler, one of the workshop facilitators. “We will provide easy-to-understand information designed to lower the stress level for those facing retirement, either in the near future or in several years.”

“Social Security Unlocked!” also will be offered in Fort Myers on Feb. 18, 20 and 25.

Uhler, a resident of Sanibel, has more than three decades of experience in financial services in Southwest Florida and has qualified for 15 years for the Raymond James Financial Services Executive Council, whose membership is based on assets under management, education, credentials and fiscal-year production. He is a member of the Financial Planning Association of Southwest Florida and serves on the executive board and endowment investment committee for Southwest Florida Council, Boy Scouts of America and on the board of directors for United Way of Lee, Hendry and Glades, The Southwest Florida Symphony Orchestra and the Good Neighbor Community Foundation of Sanibel-Captiva.

Co-facilitator for the workshop will be Certified Financial Planner Scott Schatzle, who has seven years of financial-services experience and is one of roughly 55,000 Certified Financial Planners in the United States. He serves as secretary of the Financial Planning Association of Southwest Florida, has been an instructor for the CFP-certification program at Florida Gulf Coast University and serves on the board of the student-run Financial Managers Association at FGCU.

Uhler and Vertich, an independent registered investment advisory firm founded in 2002, is dedicated to the success of its clients’ personal, family, financial and charitable goals. The firm’s advisors assist families in becoming and remaining financially independent with comprehensive plans that maximize income, minimize taxes, protect against the unexpected and provide for the efficient transfer of accumulated wealth. The firm, located in Fort Myers, offers securities through Raymond James Financial Services, Inc., member FINRA/SIPC.

To learn more, log onto www.uhlerandvertich.com or call 239-936-6300.