Please join us for our next BGSD monthly meeting on Tuesday, August 27th at 6:00 p.m. Our meeting location is Apollonia Bistro in UTC.
Back by popular demand is Brett Gottlieb of Comprehensive Advisors. Brett will walk us through the updates in Social security since the last tax changes and also provide expert insight into opportunities, both new or often missed. Whether for yourself or your clients, you won't want to miss this informative presentation.
About Our Speaker, Brett Gottlieb
Brett helps with retirement income planning, estate planning, investment portfolio construction, Social Security maximization, life insurance and Long Term Care Insurance.
Brett began his career almost 20 years ago working in employee benefits consulting and building retirement plans for the employees of larger corporations. He then took this expertise to the individual planning arena. He is passionate about educating clients on retirement income planning. He works with clients to create a retirement roadmap that helps ensure they receive the income they need in retirement while protecting their assets.
He graduated from California State University, Chico, with a BA in Business Administration and a BS in Economics. He holds the Series 65 securities license and is also independently licensed in life and health insurance in 50 states. Brett has been a Registered Representative with various Broker/Dealers in the past.
Registration through 08/22/2019 is $28.00 for Members and Associate Members and $36.00 for Non Members. The event includes a three-course meal and educational presentation. For late registration on or after 08/23/2019 the event fee is $45.00. The fee must be prepaid at the time of registration. Unfortunately, refunds are not available to those who register but are unable to attend. Due to limited space and the restaurant’s requirements, walk-ins without registration cannot be accommodated.
Space is limited; please don't delay. Register today.
We look forward to seeing you!