Stifel Nicolaus Presents ''Coming to Our Senses,'' a Social Security Seminar Feb 2

Please join us February 2, 2017
7:00 p.m. to 9:00 p.m.

at Mystic Marriott Hotel & Spa
625 North Road, Route 117, Groton CT 06340

with guest speakers
Jon Smith, Vice President, Wealth Planning, Stifel

and Richard E. Cripps, CFA
Chief Investment Officer, EquityCompass Strategies


For many individuals and married couples, Social Security represents a major portion of their retirement income. HOW and WHEN you claim your Social Security benefits may make the difference of tens of thousands of dollars over your lifetime.

The Coming to Our SENSES on Social Security seminar focuses on the qualification, rules, and available claiming strategies for married couples, divorced individuals, and surviving widows/widowers. The information provided at this seminar may help you make the best decision about when and how to claim the Social Security benefits that you have spent your working life earning.

Topics include:

  • Security: A brief history of the program and its evolution
  • Employment: Benefit qualification rules and how your employer/income may affect your benefits
  • Need: Determine the role Social Security will play in helping you pursue your retirement goals
  • Spouse: How to leverage your spouse (Current, Ex, or Deceased) to maximize your benefits
  • Expectations: How do you see your future and what the experts are saying
  • Strategies: Claiming strategies to be aware of in order to maximize your benefits

Please RSVP by emailing Viola Hubert at HubertV@Stifel.com or call (860) 440-3373 by January 31.

Stifel Nicolaus Presents ''Coming to ...