Two-Part Financial Series: Social Security Basics and Investing 101 

Join us at the Kernersville Branch Library for a complimentary two-session course on Social Security Basics and Investing 101 with financial planners, Scott Walker and Joe Perkins of Horizon Financial Services, LLC.

You have paid into Social Security, but what does that really mean? And, how should you best take advantage of this benefit? Learn what you may need to know in part-one of this Financial Series course, on May 7, beginning with the basics to understanding how Social Security should enhance an overall income plan, and how to maximize your benefit. 

The second part in the Financial Series, on May 14, covers what investment risk is, how it impacts you and, most importantly, how to understand your own risk tolerance. Also, learn about realistic expectations for market returns, how taxes impact your investment strategy, the importance of sticking with a long-term investment plan and what to look forward to in 2019. It’s never too late to ensure you have a solid investment plan in place and are on track to meet your financial goals.

Attend this series and learn:

– How Social Security Works
– Social Security Claiming Strategies
– How to Maximize Your Social Security Benefit
– Your Social Security Benefit & Taxation
– Investment Risk & You
– Realistic Expectations for Market Returns
– The Importance of Sticking with a Long-Term Investment Plan

Disclosure:
Advisory services are offered through Horizon Financial Services, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through New Horizon Financial Services, Inc., an affiliated company. Horizon Financial Services, LLC and New Horizon Financial Services, Inc. are not affiliated with the Lewisville Branch Library. Horizon Financial Services, LLC and New Horizon Financial Services, Inc. are not affiliated with or endorsed by the Social Security Administration or any government agency.