SOURCE: C.E. Wealth Group

C.E. Wealth Group

September 12, 2014 11:37 ET

C.E. Wealth Group Holds Social Security Planning Event Sept. 18

CHARLOTTE, NC--(Marketwired - Sep 12, 2014) - Carl Edwards, consultant and owner of C.E. Wealth Group, (http://www.cewealth.com), will be hosting "Smart & Simple Social Security Planning" Sept. 18 at Ruth's Chris Steak House, 6000 Fairview Road.

The event will cover what baby boomers should consider to maximize their retirement income before receiving benefits. A number of factors will be discussed, including:

  • What is the status of Social Security?
  • What are the most important factors to consider when applying for benefits?
  • When is the optimal time for me to start drawing Social Security benefits?
  • How can I maximize benefits for myself and my spouse?
  • What are Delayed Retirement Credits and how can I use them to earn more income?
  • How can I prepare to receive retirement benefits?
  • How can I minimize taxes on Social Security benefits?
  • What are other strategies I can implement to maximize my retirement income?

"The tidal wave of retiring baby boomers and the economic crisis of a few years ago have made retirement planning more uncertain than any time in recent history," Edwards says.

"I will discuss sound strategies for attendees with the independence and objectivity that are the hallmarks of my firm."

About Carl Edwards

Carl Edwards, MBA, ChFC®, is a Chartered Financial Consultant® and is the owner of C.E. Wealth Group, (http://www.cewealth.com). He has passed the Series 7, Series 66 and Series 63 securities industry exams. In addition, he has passed the Series 24 principal exam. He represents High Street Asset Management as an Investment Adviser Representative and Calton & Associates, Inc. as a Registered Representative. Edwards is also a licensed insurance agent in Life, Health, Medicare Supplement and Long Term Care insurances. Edwards received a master's degree in business administration and is completing a second master's in finance from Penn State University. He is also a member of the American MENSA.

Securities offered through Calton & Associates, Inc., Member FINRA/SIPC. Advisory services offered through High Street Asset Management. C.E. Wealth Group, LLC, High Street Asset Management and Calton & Associates, Inc. are separate entities. Insurance or insurance related products are offered through C.E. Insurances, LLC. Opinions expressed do not necessarily reflect those of Calton & Associates, Inc. or High Street Asset Management. Individuals should consult their tax/legal advisors before making tax/legal-related investment decisions as Calton & Associates, Inc. and its Registered Representatives do not offer tax/legal advice.

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