Event Types

Bert Cox is a certified by National Social Security Advisor(NSSA) and holds his MBA. He works with people to maximize their social security compensation, coordinate benefits with other income, minimize taxes, and helps retiree’s ensure that they won’t outlive their savings.

He also works with people to eliminate debt and accumulate wealth using the exact same dollars.  Sometimes individually, but frequently as an employee benefit provided through payroll, and as an employee benefit at virtually no cost to the employer. 

He is a fellow business owner, property owner and taxpayer like many of you.

Today he will overview a few of the unique challenges of retiring in a low interest economy and how to avoid some of the most common mistakes made when filing for social security.

Bert Cox
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