SCHULTZ FINANCIAL SERVICES, INC
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Join our workshop and learn ​about
​your personalized Social Security options!

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Social Security is a topic that can be very confusing and difficult to understand.
Luckily, we are fortunate enough to have 3 certified National Social Security
Advisors under our roof. ​​This is why we are hosting a monthly workshop
for anyone who wishes to learn more about the world of Social Security.
The event takes place at our office on the first Wednesday of every month.
​The Social Security workshop will only be a quick 60 minutes.

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At this workshop we will being discuss ways in which you can optimize your
Social Security benefit. Studies have show that nearly 90% of Americans do not
maximize their full Social Security Benefit. This workshop aims to provide education
on Social Security, and how you can get the most out of your benefit.  We will discuss
a variety of topics including: Breakeven points - Taking Social Security at an  early age
vs a later age - Tips for a simplified application process - How working later may
​impact your benefit - and many others! Please join us and bring questions. If you can, please be sure to call us at 503-543-3844 to reserve your spot.

    RSVP for the Social Security Workshop

RSVP
View our medicare Workshop

Wondering why you should attend?

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Get the answers to your questions

Social Security is a confusing topic when it comes to retirement. During this workshop, we will have time to answer your questions. If more time is required, we can schedule an appointment for you to come back to our office and get clarity.

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Go home feeling knowledgeable

After attending our workshop, you can go home feeling knowledgeable about Social Security and know that you are better prepared to make a decision when the time comes.

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Learn about Social Security

The purpose of this workshop is for you to learn more about Social Security. We can help with that by explaining the ins and outs and answering any questions you may have.


SCHULTZ FINANCIAL SERVICES, INC.

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Physical Address:
52461 Columbia River Highway
Scappoose, OR 97056​

Mailing Address:
PO Box 489
​Scappoose, OR 97056
Ph. 503.543.3844
Fx. 503.987.8809
Em. [email protected]
Investment advisory services offered through CreativeOne Wealth, LLC, an Investment Advisor. Schultz Financial Services and CreativeOne Wealth, LLC are not affiliated.
Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
​17166 - 2017/11/27
  • Home
  • About
  • Services
  • Medicare
  • Resources
  • Events
  • Blog
  • Contact