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SEMINARS

Social Security strategies Health

Thursday, Oct. 22, 3:30 p.m., CCJ Time to consider next steps? A seminar on
moving to senior living
Hosted by: Steve Tatro, Private Wealth Manager,
Upstream Investment Partners Wednesday, October 14, 10 a.m., CCF

Presented by: Bob Thompson, Senior Advisor Consultant, Hosted by: Simple Solutions Downsizing and Relocation
Franklin Templeton Investments
Rev. Eric McKinney will host an informational meeting about
Purchase your $1 ticket online or at the Member Services Office. the positive impact of a move to senior living. Mandy Hastings
of Wesleyan Homes will bring a panel of current residents
Planning is critical for securing YOUR Social Security for to- to share their experience about deciding when was the right
day, tomorrow and the future. The Administration projects that time to move and why. Come learn about the vital living to
the Trust Fund will no longer be able to cover its shortfall by be found in senior communities and how to make it happen
2020. Join us for a workshop to learn how your Personal Choices without a hassle. Sponsored by Simple Solutions Downsizing
will impact the value of your benefits. Workshop information & Relocation, a service designed to be a “one-stop” shop for
will help you better understand: those moving to an area senior living community & for family
members who don’t have enough time or are too far away to
• Social Security’s Current Challenge handle every part of a senior relocation. Jane McKinney is
• Is the System Solvent? a Realtor with Urban Homes and Land who has 20+ years
• What is Your Benefit Worth? experience and the Senior Real Estate Specialist designa-
• This is Way More Complex than You Think tion. Simple Solutions is a service created by the Jane & Eric
• Maximizing Benefits for Unequal Earners McKinney designed to give added value to selling your home
• Social Security and Divorce & remove the obstacles for those who are afraid this move
• How to Maximize Widows Benefits
Continued on the next page
For further information or questions, please contact Steve Tatro
at the Georgetown Upstream Investment Partners Office 512-
900-7887 or contact Steve by email at: [email protected]

Upstream Investment Partners, 3613 Williams Drive, Suite
405, Georgetown, TX 78628. Securities offered through Sigma
Financial Group Member FINRA/SIPC. Upstream Investment
Partners is independently owned and operated.

Will you be able to keep your lifestyle
in retirement?

Friday, October 23, 2:30 p.m., CCAN

Hosted and presented by: Jim Bailey, CFP®

Jim is an Ameriprise Platinum Financial Services® Practice
financial advisor with 26 years of experience.

Retire on your terms - During this complimentary seminar,
you’ll learn ways to:

Help make your retirement dreams and goals reality. Prioritize
your retirement saving and spending plans to address what is
most important to you. Identify risks that could throw your
retirement plans off track. Create a meaningful legacy today
– and for when you’re gone.

For more information, please call 512-527-9900, ext. #10,
Denise, or Email: [email protected].

This is an informational seminar. There is no cost or obligation.

Advisor office located at 4131 Spicewood Springs Rd, Suite I-5,
Austin, TX 78759.

Investment advisory products and services are made avail-
able through Ameriprise Financial Services, Inc., a registered
investment adviser.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2015 Ameriprise Financial Inc. All rights reserved.

SEMINARS LISTED ON THESE PAGES ARE PAID ADVERTISEMENTS.

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