Meeting Title:
Social Security and the In’s and Out’s of the Claiming Process

Meeting Description:
This meeting will review how to assist your clients get what's theirs from Social Security. We
will review spousal benefits, social security eligibility, the percentage of income replaced by
social security for average earners, government pensions, 401 (K) and 403 (B) plans, when to
take the benefits, working while collecting, and other benefit options.

Speaker:
Ian B. Wetherell 

Sponsor:
Jonathan LaTurner of Towerpoint Wealth 

CEU/MCLE:
Trust - 1.0 

Meeting Date:
Tuesday, June 28, 2022 

Meeting Time:
11:30am - 1:00pm 

Venue Name:
Max's Restaurant and Bar
110 Grass Valley Hwy, Auburn, CA 95603 

Meeting Payment Method: 
Online Only

Price:
Members: $25
Non-Members: $30
Student: $25 

Food:
Yes   

Vegetarian Option: 
Yes

Food and Menu Details:
Buffet Style - Self Serve

Management Level of Difficulty:
Beginning to Intermediate
Intermediate to Advanced

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