Complete Spectrum Financial Services and Foothills Credit Union are teaming up to bring our members three free educational seminars in the first quarter of 2023! There will be two different opportunities to attend each seminar.

Complete Spectrum offers a wide range of services. When you and your family partner with Complete Spectrum, you receive a customized plan designed specifically for you. Their plans can help you maximize your Social Security & pension, create guaranteed income that you can’t outlive, reduce your taxes, plan for college, help you leave a legacy to your spouse, children, or a favorite charity, and have a stress-free retirement. Visit their website to learn more.

Social Security Maximization

There are no do-overs for Social Security benefits! This class is for anyone who is between the ages of 6- and  70 who has not claimed Social Security benefits. By applying some little-known claiming strategies, you will learn ways to potentially increase your cumulative Social Security income by over $100,000. In addition, you will learn how you could possibly reduce or eliminate taxes on your social security income. You paid into the program, and now it’s time to collect as much as you are legally allowed. Don’t make an irrevocable claiming mistake because you didn’t know the rules.   

 

Presentation Dates & Times

When: Tues, January 17th
Time:
6:00pm - 7:00pm
Where:
Foothills Credit Union - Lakewood

 

When: Thursday, January 26th
Time: 10:00am - 11:00am
Where: Foothills Credit Union - Lakewood

How To Reduce Your Taxes

This class is a MUST for anyone who wants to take advantage of recent tax law changes set to expire soon. Recent legislation regarding the coronavirus pandemic created time-sensitive opportunities that might impact your taxes. You will learn strategies to minimize taxes now and possibly reduce or even permanently eliminate them in the future. 

 

Presentation Dates & Times

When: Wednesday, February 15th
Time: 6:00pm - 7:00pm
Where: Foothills Credit Union - Lakewood

 

When: Tues, February 23rd
Time: 10:00am - 11:00am
Where: Foothills Credit Union - Lakewood

Money Strategies In An Uncertain World

This class is a MUST for anyone who wants to win the money game. This seminar educates people on reaching their retirement goals by following our results-based financial planning process. Our process includes strategies for paying for college, protecting your money from stock market losses, creating a lifetime income you cannot outlive, and strategies to potentially reduce or even eliminate current and future taxes.

 

Presentation Dates & Times

When: Tuesday, March 14th
Time: 6:00pm - 7:00pm
Where: Foothills Credit Union - Lakewood

 

When: Thurs, March 23
Time: 10:00am - 11:00am
Where: Foothills Credit Union - Lakewood

* Right now, registration is only available for the Social Security Seminar. Registration for the other seminars will be open at a later date.