Social Security Workshop in Tulsa, OK

IMPORTANT TOPICS FOR RETIRING TODAY:

The Good the Bad and the Ugly of:

• 401(k)s and IRAs
• Mutual funds and the Stock Market
• Bonds
• Annuities
• Social Security
• Retirement taxes and tax strategies.

CORE TOPICS:

• How did new Social Security laws affect your retirement strategy?
• Why waiting to take Social Security may or may not be your best move.
• What happens if your spouse is still working?
• What if you still are or want to work part-time?
• What if you are divorced or widowed?
• How to maximize your Social Security benefits.
• How you may be able to reduce taxes on Social Security.
• What's your full retirement age, and why is it important?
• What's the best age to claim your Social Security?

BONUS TOPICS:

• Economic update - where are we headed?
• How to potentially reduce taxation on your Social Security after you start receiving your benefits.
• How you can potentially fill the gap between Social Security and your desired Retirement Income.

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend? No, there is no cost to attend.

Do I need to bring anything? No, you will be provided with pen and paper to take notes.

Will refreshments be served? Yes, we will have light refreshments available.

Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Is this sponsored by the Social Security administration? No, we are not affiliated with the Social Security administration or any other government agency.

James (Jim) Wilson has been assisting individuals, families and businesses with private wealth management for 35 years. Jim is a well-known expert and advisor throughout Oklahoma and the Southwest. He advises investors on how to protect their assets from excessive taxation and excessive risks.

Jim’s investment philosophy is closely aligned with the Nobel Prize Laureate’s academic research and successful management principles of the University of Chicago and the Wharton School of Business. Jim was first exposed to these methods as a student of Economics at the University of Tulsa. He speaks publicly on these timely investment and tax issues. These risk management principles are widely accepted throughout the United States due to their proven success. Jim’s philosophy is, “Manage the risk first and the gains will take care of themselves.” Jim came to Tulsa University from his native state of Colorado and chose to make Tulsa his home. He married and began his financial career with the investment firm of Smith Barney and enjoyed much success. He finished second in his class and two years later, he was one of only 20 brokers nationwide selected to participate in a rigorous advanced management training program on Wall Street. Jim left this company and started his new firm twenty years ago.

James David Wilson, Jim’s oldest son is a partner. David has over 15 years’ experience. He has critical expertise minimizing or eliminating Capital Gain Taxation on highly appreciated assets. As well as Asset Protection; protecting client’s principal and interest against market losses. He grew up around the business, working after school, weekends, and summers. He is well-schooled in all aspects of the business. Jim and his wife Laurie have been happily married for 40 years. They have two other children: their daughter finished her studies at the University of Kansas and is employed by an International Private Equity Wealth Management firm in Los Angeles. Their other son after serving as a squad leader in the United States Marine Corps in Afghanistan has now graduated from the University of Oklahoma. He is married and working in his profession in the Bank of Oklahoma Trust Department, managing client’s oil, gas and mineral interests. Jim and David enjoy spending time with family, clients, church, reading, and the great outdoors of Colorado and Oklahoma. Jim formed Wilson Investment Consultants to help investors protect their assets and their standard of living.

J David Wilson

David Wilson is a partner at Wilson Investment & Estate Consultants LLC as well as president of Wilson & Wilson Financial Consultants Inc. He has been around the business all his life and has 15 years of professional experience as a wealth manager. He specializes in minimizing or eliminating capital gains taxation on highly appreciated assets as well as overall asset protection and financial planning strategies.

This presentation is for informational purposes only and is not designed to give specific financial, tax, or legal advice. This presentation and today’s presenter are not affiliated with or endorsed by the Social Security Administration or any other governmental agency. You may also find information regarding Social Security from your local Social Security Administration Office or online at www.ssa.gov.

Pursuant to IRS Circular 230, this presentation does not give legal or tax advice and shall not be responsible for any loss sustained by any person who relies solely on this information to make financial decisions. Accordingly, any tax information provided is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer. The information presented is believed to be current but may change at any time and without notice.

Materials are intended to be used as is and should not be modified or altered. Financial professionals, including the presenter, should always follow the applicable state requirements and approval requirements of the carriers they represent. All information or ideas provided should be discussed in detail with a financial professional, accountant, or legal counsel prior to implementation.

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Host or Publisher James Wilson CEA, RFC and J. David Wilson