Chicago, IL (PRWEB) February 05, 2014
Rob Hellman, Vice President and Financial Advisor with Ziegler Wealth Management’s Waukesha, Wisconsin office, will be hosting a free seminar on Social Security and its role in retirement income planning on Tuesday, March 4, 2014. The seminar will be held at Ziegler’s Waukesha office located at W233 N2080 Ridgeview Parkway (just north off I-94 and County Highway F), beginning at 5:30 p.m with dinner. The seminar will feature presentations from Ryan Bostwick, CIMA®, CRPC®, Regional Vice President with Transamerica Capital, Inc., and Patricia Hellman, a Medicare supplements expert in the state of Wisconsin. The seminar is open to the public.
Titled, “The Keys to Unlocking Social Security and Making Your Benefits Work for You,” the seminar will cover key topics surrounding Social Security, such as:
- Will Social Security be there for you?
- How are benefits calculated?
- How are benefits determined?
- How do you decide when to collect?
- Can you work and still receive benefits?
- Spousal benefits and strategies
- Survivor benefits
The presentation will last approximately one hour with Q&A to follow.
Seating is limited, so R.S.V.P. by February 27, 2014. R.S.V.P.s can either be made on Hellman’s website, http://www.ziegler.com/Robert-Hellman, or by contacting his client service specialist, Jen Jones, at 262-955-6931 or jjones(at)ziegler(dot)com.
About Seminar Host Rob Hellman
Hellman has been with Ziegler Wealth Management for the past 17 years. His primary objective is helping clients and their families maintain financial focus so they can achieve the financial goals that are most important to them. He graduated from the University of Wisconsin La Crosse where he earned a major in finance and a minor in economics. He holds securities license designations of Series 7, 63, 65 and life insurance.
The Ziegler Companies, Inc. (PINKSHEETS: ZGCO) together with its affiliates (Ziegler) is a specialty investment bank with unique expertise in complex credit structures and advisory services. Nationally, Ziegler is ranked as one of the leading investment banking firms in its specialty sectors of healthcare, senior living, religion and education finance, as well as corporate finance and FHA/HUD. Headquartered in Chicago, IL with regional and branch offices throughout the U.S., Ziegler creates tailored financial solutions including bond financing, advisory, private placement, seed capital, M&A, risk and asset management. Ziegler serves institutional and individual investors through its wealth management and capital markets distribution channels.
Certain comments in this news release represent forward-looking statements made pursuant to the provisions of the Private Securities Litigation Reform Act of 1995. This client’s experience may not be representative of the experience of other clients, nor is it indicative of future performance or success. The forward-looking statements are subject to a number of risks and uncertainties, in particular, the overall financial health of the securities industry, the strength of the healthcare sector of the U.S. economy and the municipal securities marketplace, the ability of the Company to underwrite and distribute securities, the market value of mutual fund portfolios and separate account portfolios advised by the Company, the volume of sales by its retail brokers, the outcome of pending litigation, and the ability to attract and retain qualified employees.
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