The AAII Denver Chapter presents...

"Social Security: When to Start; How to Coordinate With Investments"

    Discussed by:

    Paula and Robert Grey
    Principals, Denver Money Manager LLC

Social Security WILL be there, despite political ads’ scare tactics. But that’s where the simple answers end! Important questions for you include when to begin taking benefits; how to coordinate Social Security with other sources of retirement assets and income; how to decide when to claim which spouse’s benefits, especially with differing ages/income; how to avoid a common trap involved in signing up for both Medicare and Social Security at the same time(!); understanding future cost-of-living adjustments’ impacts from current decisions; when, why and how to implement the little-known ‘claim-and-defer’ strategy; and how taxes are affected by Social Security. This session will explore these and other important issues and will include detailed examples including replies to members’ questions. Access to important online calculators that help you make savvy decisions will also be provided. Bring your spouse, neighbors, friends and work colleagues! You’ll get real answers, much more useful than those from government offices! Family members and prepaid guests admitted at member rate.

Attend This Meeting and Learn...
See how using investment income early can raise your Social Security benefits
Avoid common mistakes in the benefits-claiming decision
Access calculators that aid in making optimal decisions
Get straight answers from award-winning retirement-issues professionals

Monday, November 19, 2012
6:20 p.m.    Registration/Social
7:00 – 8:45 p.m.    Program
during presentation    Q&A
Koelbel Library
5955 South Holly St.
Southwest corner of Holly & Orchard, one mile west of I-25 on Orchard
Centennial, CO
[ Map This Location ]
In Advance (registrations must be POSTMARKED by 11/12 to
qualify for $8 and $13 rate)
AAII Member & Member’s Family, $8/person; Nonmembers,
$13/person; Late, $15/person
At the Door
(space permitting)
Everyone, $15/person

  Special Interest Groups (SIGs)

SIG meetings do NOT require advance registration (some may request an RSVP). Most are free of charge. Contact the group leader if you need additional information to attend.

Topic/Date/Place info for all SIG events is listed at
Book Discussion Group—Ken Van Pala,
Monday Breakfast Group—Horace Martin,
Second Mondays, 7 a.m.
Tuesday Breakfast Group—Nettie McGrath,, 303/237-2154
First Tuesdays.
Trading & Technical Analysis Group—Warren Cramer,
Boulder Group—Clint Heiple,, 720/562-8067 or George Limestahl,, 303/772-0963
Colorado Springs Group—Doug Diederich, or Rod Schlater,
Fourth Tuesdays, 7 p.m.
September 25—Jim Poole on “Financial Crisis of 2007–2008”
October 23—Larry Booth on “Investing Ideas From the Financial Planner’s Conference”

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