Uhler & Vertich present ‘Social Security Unlocked’ on Feb. 1
Uhler & Vertich Financial Planners will conduct a complimentary workshop, “Social Security Unlocked” on Tuesday, Feb. 1 at the Sanibel Community House.
The one-hour session, which begins at 2 p.m., will provide information about deciding when to begin collecting Social Security benefits, file-and-suspend options, taxation issues, how taking Social Security early may affect one’s family and strategies that can maximize benefits.
“The workshop information will be particularly useful to members of the baby-boomer generation, which is beginning to approach retirement,” said firm Principal and Financial Planner Tom Uhler, one of the workshop facilitators. “We will provide easy-to-understand information designed to clear up confusion about Social Security issues and lower stress levels for those facing retirement, either in the near future or in several years.”
Uhler has more than three decades of experience in financial services in Southwest Florida and has qualified from 1995 through 2011 for the Raymond James Financial Services Executive Council, whose membership is based primarily 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. Uhler also sits on the board of directors for United Way of Lee, Hendry and Glades and Southwest Florida Symphony Orchestra.
Co-facilitator for the workshop will be Certified Financial Planner Scott Schatzle, who has eight years of financial-services experience and is one of roughly 55,000 Certified Financial Planners in the U.S. He served on the boards of the Financial Planning Association of Southwest Florida and the student-run Financial Managers Association at Florida Gulf Coast University, and has been an instructor for the CFP-certification program at FGCU.
Uhler and Vertich Financial Planners, 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 are designed to maximize income, minimize taxes, plan for the unexpected and provide for the efficient transfer of accumulated wealth.
Attendance is limited to allow for questions, and reservations are required. Please call 936-6300 to reserve a place. For more information, visit www.uhlerandvertich.com.