Understanding the Importance of the Social Security Claiming Decision
Join us on Thursday, March 2, 2023, for a special event presentation!
Presented by Social Security expert, Brian Doherty.
Hosted by Thomas Financial Advisory Group.
Register Now!
Please RSVP by February 20, 2023, to secure your spot for In-Person attendance.
Morgantown, WV
Time: 8am - 10am
Location: Panera Bread
357 Patteson DR. Morgantown, WV 26505
*Breakfast will be provided during the event
Pittsburgh, PA
Time: 6pm - 8pm
Location: Vincent's of Greentree
333 Mansfield Ave Pittsburgh, PA 15220
*Dinner will be provided during the event
Virtual
Both the 8am and 6pm events will be available via livestream. The link will be sent to your email after registration.
During the event, Brian Doherty, a Social Security expert, will make you aware of a few things about Social Security that everybody should know before they claim their benefits.
- How you can get the biggest pay raise or the biggest increase in your Social Security benefit every year for the rest of your life.
- Why your Social Security Benefit statements are wrong and why your actual benefit amounts will be substantially bigger than the benefit amounts that appear on your statement.
- The surprising definition of Life Expectancy and why you could live longer than you think.
- Why every married and divorced woman should know how Social Security's Survivor Benefit works and the critically important role it could play in their life.
- How the Spousal Benefit works and how it could substantially increase your Social Security income.
- Why Social Security will be making benefit payments at least until the year 2094
At the end of the event, Mr Doherty will also answer any specific Social Security questions you may have. A chat box will be set up for those joining virtually.
About the presenter:
Brian Doherty President and CEO, Filtech
Brian is the author of the critically acclaimed and award-winning book, “Getting Paid To Wait – Bigger Social Security Benefits the Simple and Easy Way.” His book received the International Book Award as the best book in 2015 in the Business/Personal Finance category. It also received the Eric Hoffer award as one of the best business books in 2015. He has been interviewed and written articles that have appeared in various national media publications, including Forbes, Huffington Post, U S News, Newsday, Investment News and the Retirement Income Journal. Brian is a nationally recognized expert on Social Security and a frequent speaker and media commentator on this topic. He has more than 30 years of experience in the financial services industry, and is President of Filtech, a consulting company specializing in Social Security claiming strategies that helps retirees maximize their Social Security income.
Brian’s background includes high-level executive management positions at several Fortune 500 financial services companies, including President and CEO of Key Bank’s investment subsidiary, Key Investments, and National Sales Manager for New York Life’s retirement income security division. Mr. Doherty is a sought-after Public Speaker and has been a featured speaker for Merrill Lynch, Morgan Stanley, Wells Fargo, UBS, Citibank, New York Life and numerous other Financial Institutions. He received his MBA in Finance from Syracuse University and BS in Accounting from Elmira College.
Event Hosted by: Morgan N. Lawrence; Thomas Financial Advisory Group
Financial Advisor
Morgan N. Lawrence
Money doesn't come with instructions and it's no surprise that dealing with finances can be intimidating. That's why at Thomas Financial Advisory Group, we take the time to listen to your goals and needs, to help you plan and achieve your desired financial future.
Thomas Financial Advisory Group, LLC
Office: (304) 241-4570
Cell: (304) 216-3666
Fax: (304) 241-4826
mlawrence@tfadvisorygroup.com
Thomas Financial Advisory Group
About Us
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
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Thomas Financial - Morgantown Office Location
300 Wedgewood Dr., Ste 138
Morgantown, WV 26505
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Pittsburgh, PA 15220
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Registered Representative, securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Thomas Financial and Cambridge are not affiliated. Financial planning services offered through Duncan Financial Planning Advisors, a Registered Investment Advisor. Duncan and Cambridge are separate entities.
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