Plan for a More Confident and Fulfilling Retirement
Join our complimentary educational event to learn key strategies for smarter retirement planning.
Recent changes may impact your Social Security benefits and claiming decisions. Join Glen Witchey, RSSA, and Nick Hankoff, RSSA, as they discuss the basics of Social Security, retirement income planning, and strategies to help reduce taxes during retirement.
We'll Cover Essential Retirement Planning Topics:
Timing is everything.
Understand the breakeven of Social Security benefits.
Help with Social Security Income.
Understanding Survivor and spousal benefits.
Receive guidance for your specific situation.
When should you take money out of your retirement funds?
How can you maximize your income throughout retirement?
About Your Host(s)
Glen Witchey, CSA, RSSA
Wealth Sales Manager
Glen's work centers on the people he serves, helping clients navigate Medicare, individual health coverage, life insurance, and legacy planning with patience and clarity. He believes the best financial guidance is built on trust developed over time, and the relationships he's formed with clients over the years are what drive him to keep showing up and doing great work.
Nick Hankoff, RSSA
Financial Security Navigator & Registered Social Security Analyst
Nick is a faith-driven husband and father of five whose work is driven by something deeper than finance, a genuine belief that people deserve to be truly served when it matters most. As an RSSA®, he specializes in Social Security planning, Medicare navigation, life insurance, and legacy solutions, bringing the same care and intentionality to every client that he brings to his own family.
© 2026, Nick Hankoff and Glen Witchey at ADVOCATE FINANCIAL LLC. All rights reserved.