Brown Bag Lunch & Learn

What CPAs, Attorneys, and Other Professionals Need to Know About Claiming Strategies

Elevate your professional knowledge in Social Security planning with our exclusive one-hour webinar. Join Christopher Hensley, RICP®, CES™, for an insightful journey into the nuances of Social Security. This session is an invaluable opportunity for CPAs and financial professionals to earn CPE credits while gaining practical expertise.

What You'll Learn:

• How Social Security benefits are calculated
• Factors clients need to consider when deciding when to apply for benefits
• Illustrations of lifetime income streams based on claiming ages and breakeven analyses
• Innovative spousal claiming strategies designed to give clients extra income
• How widows and widowers can coordinate survivor benefits with their own retirement benefit to maximize income
• Ways to minimize taxes on Social Security benefits
• How to coordinate Social Security with other sources of retirement income



Christopher Hensley, RICP®, CES™ has assisted administrators, teachers, and other public school employees with their teacher retirement plans. He also utilizes retirement strategies for retirees to help meet specific needs to last them throughout retirement. Many of you know about Houston First Financial Group and have heard of Christopher from his radio show Money Matters. Come find out about some options and retirement tips available for you!

Christopher Hensley, RICP®, CES™

President, Houston First Financial Group

6300 West Loop South, Suite 406 | Bellaire, TX 77401

Office: (713) 804-5886



🔍Ready to unlock your financial future? Explore our services at HoustonFirstFinancialGroup.com. If retirement planning is your priority, book a complimentary virtual financial review today: https://bit.ly/ComplimentaryVirtualMtg.

Disclosure:

*This is an informational meeting. Specific products will not be discussed, nor sales be conducted at this meeting. Houston First Financial Group offers professional financial services at a particular cost, and an appointment can be scheduled with Christopher Hensley at a later date. We offer both virtual and in-office options for all of our services.

*Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Houston First Financial Group are not affiliated.