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Sep
21
Social Security Planning for Women - Santa Barbara Event on the 20th and 21st of October
Social Security Planning for Women You are cordially invited to attend an educational event at no charge. How to maximize your social Security Benefits. Find out how you can get a free personal Social Security benefits estimate. WHAT WOMEN NEED TO KNOW ABOUT SOCIAL SECURITY. Presented by Dr. Judith Gerhart, CFP®, CDFA™ on the following dates and locations: Santa Barbara University Club of Santa Barbara 1332 Santa Barbara Street Santa Barbara, CA 805-966-0853 Tuesday October 20th 7:30 - 8:30 a.m. Wednesday October 21st 5:30 - 6:30 p.m. By Reservation Only Email: Jgerhart@sagepointadvisor.com Phone: (805) 388-4776
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Sep
21
Social Security Planning for Women - Camarillo Event on the 7th and 10th of October
Social Security Planning for Women  You are cordially invited to attend an educational event at no charge. How to maximize your social Security Benefits. Find out how you can get a free personal Social Security benefits estimate. WHAT WOMEN NEED TO KNOW ABOUT SOCIAL SECURITY. Presented by Dr. Judith Gerhart, CFP®, CDFA™ on the following dates and locations: Camarillo Hampton Inn & Suites 50 W. Daily Drive Camarillo, CA 805-389-9899 Wednesday October 7th 6:00 - 7:00 p.m. Saturday October 10th 9:00 - 10:00 a.m. By Reservation Only Email: Jgerhart@sagepointadvisor.com Phone: (805) 388-4776
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Aug
10
SAVVY SOCIAL SECURITY PLANNING FOR WOMEN - August 22 and 25 Event
gerhart-group-social-security-event
SAVVY SOCIAL SECURITY PLANNING FOR WOMEN Dr. Judith Gerhart, CFP®, CDFA™ You are cordially invited to attend an educational event at no charge… How to maximize your Social Security Benefits Find out how you can get a free, personal social security estimate Invite interested family and friends to attend with you. WHAT WOMEN NEED TO KNOW ABOUT SOCIAL SECURITY August 22, 2015 Saturday 9:00 – 10:00 a.m. or August 25, 2015 Tuesday 6:00 - 7:00 p.m. Hampton Inn & Suites 50 W. Daily Drive  Camarillo, CA 93010 (805) 389-9899 By reservation only  Email jgerhart@sagepointadvisor.com Phone (805) 388-4776
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Jun
05
Uplifting the Girls - July 25th Event
Tags: Events
Uplifting the Girls YOUR STYLE YOUR MONEY YOUR CONFIDENCE Lisa Cole Expert Bra Stylist & Founder “Uplifting The Girls is dedicated to helping women to look good, feel confident, and go beyond their personal limitations when it comes to style and wearing the right size bra. I give women unlimited options….go ahead, give yourself permission to look amazing at any age or size.” A Professional Model and Lisa will show you how to: Create your Signature Style The Five Essential Must Have's for Your Summer Wardrobe Miracle In Minutes© with a Bra and Shapewear Wardrobe Dr. Judith Gerhart Certified Financial Planner®, CDFA™ In her communities, Dr. Gerhart is dedicated to being known as someone to count on and look to for...
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Jun
05
Savvy Social Security Planning for Women - July 11 Event
what women should know about social security
SAVVY SOCIAL SECURITY PLANNING FOR WOMEN Dr. Judith Gerhart, CFP®, CDFA™ You are cordially invited to attend an educational event at no charge… How to determine your best choice of when to initiate your social security How to identify special options you might be eligible for that can your Social Security Find out how you can get a free social security illustration July 11, 2015 Saturday 9:00 – 10:00 a.m. Hampton Inn & Suites Camarillo, CA 93010 (805) 389-9899 By reservation only  50 W. Daily Drive  Email jgerhart@sagepointadvisor.com Phone (805) 388-4776
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Apr
06
Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income
EDUCATIONAL WORKSHOP Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income These questions will be asked by thousands of baby boomers every day for years to come... When should I apply for Social Security? What if I divorce or marry? How much more will I collect if I wait? Join us for an informative workshop where you'll learn not only the rules of Social Security but how to use them to maximize your benefits. Date:December 10, 2015 Time:4:00 pm-5:00pm Location:Community Center, 123 Main Street, Greenville, NY 10018 RSVP:Please call 1-888-346-8760 or email tsampleton@sampletonwealthmanagement.com We'll see you there!
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 Securities and Investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Gerhart Group is not affiliated with SagePoint Financial Inc. or registered as a broker/dealer or investment advisor.


This communication is strictly intended for individuals residing in the state(s) of AZ, CA, HI, KY, MI, NM and VA. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.