Maximizing Social Security Seminar
September 17, 2015 at 6:00PM Phoenix Tax Consultants Office 300 Bridge Street Phoenixville, PA RSVP by phone to Amber – 610-933-3507 *Open to the Public*
Cocktail Party at Julie’s
Only open to Attendees of Right Management Seminar with Julie Brufke Wenger. Contact the office for details for a night of fun!
2015 Events
You’re Invited to Our Upcoming Events All Events are Complimentary, Special Gifts to those who bring friends. Desserts and refreshments will be served. Space is limited, first come first served (aprrox 10-15 spaces per event) and that those who “Bring A Friend” will be placed in a drawling to receive a $50 gift card! June,…
December 2015 – Economic Update
With 2015 coming to a close, join owner, Julie Brufke Wenger and special guests as they discuss the market watch for 2016, identifying opportunities and trends.
September 2015 – Social Security Planning
This is a must for anyone over 55 and not yet receiving social security benefits. Younger clients should encourage their parents to attend. Special guest Jim Fahey will help you explore the many ways to maximize your retirement paycheck.
August 2015 – Family Night for Young Adults
Learn what it takes to save for the future and see how an early start can lead to millions!
July 2015 – Estate Planning
Do you have a will? Are you worried about your creditors? Should you gift or form trusts? Are your children responsible with money? Do you have a guardian named for your children? Are you worried about spend down or long term care? We will be joined by an Estate Attorney for this special seminar dedicated…
June 25th 2015 – Get Tax Fit
“Get Tax Fit” (see enclosed fiscal fitness fact sheet). Owner, Julie Brufke Wenger will discuss current taxation and how to reduce your 2015 tax bill, starting NOW!
2015 Calendar of Events
JAN > Tax Update Seminar for Clients FEB > Tax Planning Night MAR > Understanding Retirement Plans > Molly Maguire’s Referral Night APR > Social Security Planning Seminar MAY > Creating a Family Pension JUN > How much do I need to retire? SEP > Becoming a Contractor Seminar OCT > Social Security Planning Seminar…
“Transition” Article by Julie Wenger in PHLARE
Article First Appeared in the Summer 2010 Issue of Phlare Magazine 10 Important Financial Considerations when Experiencing Employer Transition Written by Julie Brufke Wenger: While the economic crisis seems to be winding down and while some people may be hopeful about the future, one major uncertainty remains for others: how to handle a job transition.…