Uhler & Vertich Financial Planners will present "Social Security Unlocked," Tuesday, Nov. 29 at 2 p.m. and Saturday, Dec. 3 at 10 a.m. The one-hour complimentary workshop will address when to begin collecting Social Security benefits, file-and-suspend options, taxation issues, strategies that can maximize benefits and how taking Social Security early may affect one's family.
The workshops will be held at the Uhler & Vertich offices at 1510 Royal Palm Square Blvd., Suite 103, one block south of Colonial Blvd. in Fort Myers. Attendance is limited to allow for questions, and reservations are required. Please call 424-9197 to reserve a place.
"The workshop information will be particularly useful to members of the baby-boomer generation, which is approaching retirement," said firm Principal and Financial Planner Tom Uhler, one of the workshop facilitators. "We provide easy-to-understand information designed to clear up confusion about Social Security issues. We have held similar sessions and found that having accurate knowledge lowers stress levels for those facing retirement, either in the near future or in several years."
Uhler has more than three decades of experience in financial services in Southwest Florida and has qualified from 1995 through 2012 for the Raymond James Financial Services Executive Council, whose membership is based primarily on assets under management, education, credentials and fiscal-year production. He is a member of the Financial Planning Association of Southwest Florida and serves on the executive board and endowment investment committee for Southwest Florida Council, Boy Scouts of America. Uhler also sits on the board of directors for Southwest Florida Symphony Orchestra and United Way of Lee, Hendry and Glades. He chairs the United Way 2011-12 fundraising campaign.
Co-facilitator for the workshop will be Certified Financial Planner Scott Schatzle, who has eight years of financial-services experience and is one of roughly 55,000 Certified Financial Planners in the U.S. He served on the boards of the Financial Planning Association of Southwest Florida and the student-run Financial Managers Association at Florida Gulf Coast University, and has been an instructor for the CFP-certification program at FGCU.
Uhler and Vertich Financial Planners, an independent registered investment advisory firm founded in 2002, is dedicated to the success of its clients' personal, family, financial and charitable goals. The firm's advisors assist families in becoming and remaining financially independent with comprehensive plans that are designed to maximize income, minimize taxes, plan for the unexpected and provide for the efficient transfer of accumulated wealth. Uhler, the Raymond James branch manager, and other advisors offer securities through Raymond James Financial Services Inc., member FINRA/SIPC. To learn more, log onto www.uhlerandvertich.com, or call 936-6300.
Raymond James Financial Services provides financial services to individuals, corporations and municipalities through more than 3,200 financial advisors in 2,000 offices throughout the United States. For more than 30 years, Raymond James Financial Services has provided a wide range of services through its affiliate, Raymond James & Associates Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial Inc. (NYSE-RJF), a financial-services holding company that has more than 5,300 financial advisors serving 1.9 million accounts throughout the United States, Canada and overseas. In addition, total client assets are approximately $223 billion, of which approximately $29 billion are managed by the firm's asset-management subsidiaries.