PRINCIPAL WEALTH SERVICES
Principal Preservation Services

Social Security Unpacked with Hamilton Morales | 1-29-25 | 2pm

Time:
2:00-4:00 PM

Location:
Lake Elmo Inn Event Center
3712 Layton Ave N
Lake Elmo, MN 55042

Description:
Hosted by FIG Social Security Strategist, Hamilton Morales who brings 23+ years of financial and social security expertise to the table.

  • How to make the most of your Social Security benefits
  • How to avoid pitfalls and tax traps
  • When should you start taking your benefit distributions
  • What other financial options are available to you during retirement

Hors d’oeuvres and beverages will be served

If you’re trying to decide whether to retire at an early age or later in life, it helps to understand that the amount of Social Security benefits you’ll receive depends on your age at retirement. Additionally, benefits are subject to taxes, and shifts in lifestyle and income can alter your tax bracket. Learn the rules and strategies that’ll help you maintain control of your retirement income no matter what changes you decide to make.

Prepare now for the retirement you want later!
Have a friend you think might be interested?
We encourage you to ask them to join us.

CAPACITY IS LIMITED; PLEASE REGISTER TODAY!

RSVP: Call either office by Friday, January 24th

Date

Jan 29 2025

Time

2:00 pm - 4:00 pm

Location

Lake Elmo Inn Event Center
3712 Layton Ave N Lake Elmo MN 55042

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Monday
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PRINCIPAL WEALTH SERVICES
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Investment advisory and financial planning services are offered through Alphastar Capital Management, LLC; a SEC registered investment advisor. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Additional information about Alphastar Capital Management, LLC is also available on the SEC’s website at adviserinfo.sec.gov. Principal Wealth Services, LLC and Alphastar Capital Management, LLC are separate and independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Principal Preservation Services, LLC offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Principal Preservation Services, LLC and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar. Mike Kojonen is a licensed insurance professional in the states of WI and MN. Wisconsin License #16275575. Minnesota License #40407834.

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