Maximizing Pension & Social Security Solutions

Getting the Most Out of Your Retirement

Although it seems like you’ve got all the time in the world, it’s never too early to start planning for retirement.

Having the right strategies in place for your pension and social security can allow you to set yourself up for a life free of worry and stress when you need it most. Celebrate your hard work with a future of financial freedom and security.

With a defined benefit plan, an employee will be paid a defined amount come retirement based on time, work, and income.

Learn more during our webinar, Maximizing Pension & Social Security Solutions. Sign up now to join us on Thursday, March 23rd.

Meet Forward Accountancy

Jennifer moved to Humboldt County in 1975 from Southern California. She has worked in public accounting since 1980 and joined our firm in 2006. Jennifer works primarily in tax preparation for individuals and business entities.

Education
Bachelor of Science Degree in Business Administration, Humboldt State University, 1977
Humboldt State University, completion of courses necessary to sit for the CPA exam

Professional Designation
CPA, licensed in California

Professional and Civic Involvements
Member of the California Society of CPAs
PTA board member since 1998

Community Involvements
Volunteer for school events
Donate baked goods for Soroptimist International of Arcata and other local fundraising events

Hosted by:

Forward Accountancy

How Can You Benefit From a Pension or SS Plan?

As most of you probably know, pensions aren’t as common as they used to be, but they are still out there. Union workers, public school employees, state or local government workers, or federal employees are typically offered pensions. And, of course, anyone on Social Security has a pension.

Pension plans are a great benefit, but there can be a few benefit issues. Learn how to get around these issues during Maximizing Pension & Social Security Solutions.

If you’re ready to learn how to maximize your pension and social security so you can enter retirement feeling confident about your benefits, join us on Thursday, March 23rd. We’ll review important pension details, share case studies, and highlight who can benefit from pension and social security maximization solutions​.

We Look Forward to Sharing This Experience with You on Thursday, March 23rd at 6:00 pm EDT!