Alliance Financial Group financial advisors Danielle Lucht and Chris Lapidus are hosting a social security workshop on Monday, March 26.
Joseph D. Anderson III, director of advanced planning and solutions at Prudential Annuities Distributors, will speak on "S.M.A.R.T. Strategies for Maximizing Your Retirement Assets - An Overview of Social Security."
The workshop is at 6 p.m. at the Alliance Financial Group, at 14021 Metropolis Ave., Fort Myers.
Anderson will unlock the options for maximizing social security income for couples, as they consider when is the optimum time to start taking retirement benefits. He will discuss how earnings can play an important role in that decision and what options change when a spouse dies.
Anderson holds an MBA in international management from the University of Maryland and a bachelor's degree from Andrews University, together with FINRA Series 6, 26 and 63 registrations and Texas Life, Health and Variable Annuity licenses.
He is a frequent speaker at national conferences of attorneys, accountants and financial planners and has authored articles for numerous financial industry publications.
There is no charge to attend the event, but seating is limited and reservations are required. Call Chris Lapidus at 561-2900.