If you’re in, or nearing retirement, you may be wondering how the 2024 presidential election may impact your portfolio - and your retirement plans. Perhaps you’re wondering if you should wait to claim Social Security and work a little longer? You’re not alone. It’s natural for investors to look for a connection between who wins the White house and which way stocks will go.
Join us Tuesday, May 21st from 5:30 - 6:30 at The Virden Retreat Center in Lewes, DE to learn what you should keep in mind in 2024 as we cover the basics of Social Security and reveal innovative strategies for maximizing your benefits in an election year and beyond.
This class is educational in nature and is free and open to the public.
Register online by clicking here.
For more information, or help registering, contact Maritza Shaw at 800-274-2564 or by email at mshaw@pkscpa.com.
PKS Investment Advisors is a registered investment advisor with the Securities and Exchange Commission. Reference to registration does not imply any particular level of qualification or skill. The workshop is for informational purposes only and is not designed to provide tailored financial or tax advice.
PKS Investment Advisors LLC is an independent registered investment advisory firm. As such we represent the interests of our clients and not that of a brokerage firm or insurance company. As a registered investment advisory firm, we adhere to a strict fiduciary standard and are guided at all times by doing what’s in our clients’ best interests. We specialize in financial planning, retirement income planning, investment management, risk management and employer retirement plans.
In house we have associates who are CERTIFIED FINANCIAL PLANNER™ Professionals, Personal Financial Specialists, and a certified Chartered Retirement Planning Counselor. All advisors hold FINRA series 65 securities licenses. We are affiliated with PKS & Company, P.A., a full-service accounting firm that provides traditional accounting services as well as specialized services in the areas of retirement plan audits and administration, medical practice consulting, estate and trust services, fraud and forensic services and payroll services.
