The Law Offices of Cheryl David Invites You to Attend Coffee at Cheryl’s with Special Guest Speaker Warren Coble, Social Security Benefits Counselor, and former Social Security Administration Claims Representative.
Join us to Learn About the In’s & Out’s of Social Security and The New IRA SECURE Act.
Attend this special get-together that focuses on Social Security strategies for those who want to understand the best time to start taking their social security.
We’ll also discuss how the new IRA SECURE Act affects your IRA distributions and estate planning.
Keep up to date! Laws and rules have recently changed. Learn how these affect your planning.
The In’s and Out’s of Social Security:
- Best time to take Social Security
- Spousal Benefits
- Divorce Concerns
- Death Benefits
- Remarriage Rules
- Minor Children’s Benefits
- How working affects Benefits
- Tax Consequences
The IRA Secure ACT:
- What is it?
- How will it affect my family
NC Estate Planning Updates:
- What’s new in NC?
- What documents do I need?
Reserve Your Seats Now:
Special Seminar: In’s & Out’s of Social Security & The New IRA Secure Act with Warren Coble
Guest Speaker Seminar with Warren Coble, Social Security Benefits Counselor, and former Social Security Administration Claims Representative:
- Tuesday, March 10th, 2020 @ 10 am – Our Office (Greensboro, NC)
- Tuesday, March 10th, 2020 @ 1:30 pm – Our Office (Greensboro, NC)
*Please arrive 15 minutes prior to the seminar start time to guarantee seating. We encourage you to bring guests you believe would benefit from this powerful information. Reservations are required and seating is limited to adults and first-time attendees only.