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Understanding Social Security – The Seminar

Social Security is complicated, we’ll make it simple

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There are hundreds of different ways to file for Social Security and the system is constantly changing. Join us for an up to date seminar on Social Security.

What you will learn:

  • Discover the sweeping changes with Social Security
  • When does it make the most sense to file
  • How to coordinate file dates between couples
  • How to minimize your Social Security taxes

RSVP for this timely seminar!

Pick the date that works for you

Tuesday, March 23rd @ 6:30 PM

Or

Thursday, March 25th @ 6:30 PM

There is no cost or obligation to attend this event.

RSVP While Seats Are Still Available

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Meet Mike Kojonen

Meet Mike Kojonen

President of Principal Preservation Services

 

Mike Kojonen is the founder/owner of Principal Preservation Services LLC, with offices in Woodbury, MN and Hudson, WI. He has been in the financial services industry since 2002 helping clients in budgeting and finance, but now solely focuses on helping pre-retirees/retirees with necessary retirement planning.

“When my clients tell me that they now have ‘peace of mind’ knowing that they don’t have doubt or feelings of anxiousness about their retirement – to me, that is the greatest feeling of accomplishment!

Mike, a Minnesota native, currently resides in Somerset, WI. He and his wife, Angie, have nine children (six girls and three boys) along with three dogs and three cats. He loves to play golf, travel, and spend time with his family and friends. Mike is a strong advocate of giving back to the community and thus is an active member and supporter of his church. He has a strong faith in God which guides and leads him, his family, and his business.

FAQs

Does it cost to attend?

Nope. The event is complimentary for those who are 55 years or older and have at least $250,000 of assets saved up for retirement.

Who should attend this event?

Anyone between the ages of 55 and 70 years old who has funds in a 401k, 403b, 457, or in an IRA should attend this event. If taxes go up, those who have these types of accounts will probably be negatively affected, unless deliberate planning is done soon.

Is this a sales pitch?

The intention of this event is to raise awareness of the problems retirees and pre-retirees may face in the future in regards to their pre-tax accounts (401ks, 403bs, 457s, IRAs, etc) and to present solutions that you can begin to implement today.

There will be an offer to visit with Mike Kojonen, or an advisor at Principal Preservation Services to discuss how to implement these strategies in regards to individual situations. However, it is not required to take this offer.

The contents of the presentation are intended to offer value and application regardless of whether or not the offer is accepted.

Are Mike Kojonen And The Advisors at Principal Preservation Services Fiduciaries

Yes. They are independent and focused on what is best for the client.