It can be difficult to make financial decisions without access to information.

We’re committed to helping you make informed decisions about your financial future.

Seminars

Our seminars are a GREAT low stress way to meet our team and determine if we are a good fit for you!  Please accept our dinner in exchange for the most valuable commodity you possess – your time.  We offer two different seminars.

1 - Social Security Optimization and Planning for Retirement

Topics to be covered:

  • What is the current status of Social Security?
  • What to consider when claiming Social Security Benefits?
  • How can I potentially maximize benefits for myself and my spouse?
  • What are Delayed Retirement Credits and how can I use them to earn more income?
  • What are other financial products can I utilize to help increase my retirement income?

2- Smart Couples - Smart Retirement.  8 Steps to a Secure and Happy Retirement!

Topics to be covered:

  •  How smart couples work as a "team" on their retirement goals.
  • Five key financial decisions every couple needs to make.
  • The new 2017 tax rules and how to "catch up" over age 50.
  • How to find out NOW if your retirement income will last as long as you will need it to.
  • What you aren't being told about your IRA account.
  • How to prepare for future market corrections before they happen.

3 - Reverse Mortgage Seminars

Topics to be covered:

  • Limited income and credit requirements
  • You retain ownership of your home
  • No mortgage payments
  • All money can be tax fere
  • No restrictions on the use of your money

Seats fill up fast so call us today at 801-990-5055. Or simply fill out the form and we’ll contact you!

Financial professionals are able to provide you with information but not guidance or advice related to Social Security benefits. B.O.S.S. RetirementSolutions is not affiliated with the US government or any governmental agency.

Upcoming Seminars

JANUARY

Social Security Seminar

  • Wed. 3rd and Thurs. 4th | 6:30 pm
    Red Lobster, 298 E Winchester St.,
    Murray, UT 84107
  • Tues.9th and Wed. 10th | 6:30 pm
    Joy Luck, 566 W. 1350 S.,
    Woods Cross, UT 84010
  • Wed. 17th and Thurs. 18th | 6:30 pm
    Tucano’s, 545 E University Pkwy.,
    Orem, UT 84097

Reverse Mortgage Seminars

  • Wed. 17th, Tues. 23rd and Thurs. 25th | 6:30 pm
    Red Lobster, 298 E Winchester St.,
    Murray, UT 84107

FEBRUARY

Reverse Mortgage Seminars

  • Tues. 6th, Thur. 8th and Wed. 21st | 6:30 pm
    La Jolla Groves, 4801 N University Ave. #610
    Provo, UT 84604

Social Security Seminars

  • Tues. 6th and Thurs. 8th | 6:30 pm
    Ruth's Chris, 275 S. West Temple
    Salt Lake City, UT 84101
  • Tues. 13th and Thurs. 15th | 6:30 pm
    Corbin's Grille, 748 Heritage Park Blvd.,
    Layton, UT 84041
  • Tues. 20th and Thurs. 22nd | 6:30 pm
    La Jolla Groves, 4801 N University Ave. #610
    Provo, UT 84604
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