Wednesday Nov 4, 2015
6:45 PM - 9:00 PM PST
Wednesday, November 4, 2015
Social Security Dinner Seminar
6:45 PM
Coco Palm Restaurant
1600 Fairplex Drive • Pomona, CA, 91768
Please R.S.V.P. to Allen Tsay
at 714-987-4029 or atsay@wradvisors.com by
Monday, November 2
Allen Tsay
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Allen Tsay & Freddie Brown, Financial Advisors with Waddell & Reed, Inc., invite you to attend "Filing for Social Security: Flexibility and Choices for Your Retirement Income." This educational presentation about Social Security filing options includes ample opportunity for questions. There is
no charge for this event, and you are welcome to bring guests.
This seminar is a general overview of certain rules related to Social Security and the ideas presented are not individualized for your particular situation. This information is based on current law which can be changed at any time. The information is provided for informational and educational purposes only. It is based on data gathered from what we believe are reliable sources but it is not guaranteed and should not be relied upon for financial advice. For your specific financial needs, please discuss your individual circumstances with your financial advisor. Waddell & Reed, Inc. and its representatives do not provide tax or legal advice. Any tax statements contained herein were not intended to be used for the purpose of avoiding U.S. federal, state or local tax penalties.
Please consult your own independent advisor as to any tax or legal statements made herein. Securities and Investment Advisory Services are offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor.
Printed courtesy of www.breachamber.com – Contact the Brea Chamber of Commerce for more information.
915 W. Imperial Highway , Brea, CA 92821 – (714) 529-3660 – answers@breachamber.com