My Calendar

Your Host: Jonathan Richardson, EVP & Financial Advocate, and guest-host of the O’Donnell Financial Hour

Location: 1520 The Alameda, in the conference room next to T-T Deli, San Jose, CA 95126

Get SANE with Social Security - at my office in San Jose - for a limited time.

S is for survivor benefits - how will you living beyond your spouse affect what Social Security pays you?

A is for the amount of TAXES you may have to pay on your benefits. Did you even know that’s a potential?

N is for nuptials. How does marriage affect your options for taking social security?

E is for early or later … when is it optimal for YOU to take social security benefits?

You MUST pre-register to reserve a spot, as we’re only meeting with a few people per ONE-HOUR to answer everyone’s questions thoroughly.

We want you to feel SANE when you leave!

(Can’t make it? Schedule a 20-minute call with me – hit the dark blue button in the lower righthand corner to book a spot on my calendar.)