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WELEAD November Luncheon - David Zander

  • Wednesday, November 11, 2015
  • 11:30 AM - 1:30 PM
  • Flemings Prime Steakhouse, 225 East Basse Rd, San Antonio, TX 78209

Registration

  • This fee is for members only who PRE-PAY. Please note that members who do not PRE-PAY through this system will pay $30 at the door.

    If you are logged in and bringing a guest, please register your guest as a non-member or log out and register your guest separately as a non-member. Any non-member fees owed will be collected at the door. Thank you!
  • This registration option is for those members who prepaid their lunches for the year.
  • Please note that non-members who do not PRE-PAY through this system will pay $40 at the door.
  • If you are a Sponsor who receives free luncheon invitations, please choose this registration and enter your Registration Code below.

Registration is closed

 

 

David Zander

    BackNine Financial, LLC   

Join us on Wednesday, November 11, 2015, to hear David Zander speak to us about Social Security Benefits.  Social Security is the biggest financial decision American's most will ever make! It is an irrevocable decision that could have consequences for decades to come, thus it is imperative that you make the right decision!

Attendees will learn:

  • Basics of Social Security
  • When to claim
  • How to maximize

“If you thought the accumulation phase (front 9) was difficult and challenging, wait until you move into retirement or the income phase (back 9) where the only certainty is uncertainty!  There are no mulligans on the back 9, thus it is incumbent to plan and proceed as best as one can.”                                                                                                   

David P. Zander, CFP®

After spending the first 25 years of his career on what he calls the front nine (the accumulation phase), Dave has dedicated the last 15 years to the back nine (the income phase). He ran both Aetna’s and Lincoln National’s income divisions before starting Back Nine Financial, an educational, consulting and speaking firm. He primarily works with CPAs, corporations and individuals to help them understand and maximize Social Security benefits. Last year alone, he had the privilege of conducting more than 100 workshops for a variety of audiences including the CPA societies in Houston, Dallas, San Antonio and Austin. He has been invited back again in 2015.

With 10,000 Baby Boomers turning 66 every day for the next 17 years, Dave feels it is incumbent upon financial advisors, CPAs HR departments and other professionals to make sure their clients, employees and the American public best understand not only how to take Social Security, but to also understand and integrate that claiming decision with their other assets.

Dave is a graduate from the University of Wisconsin–Whitewater with a BBA, majoring in marketing with a minor in accounting. He left EF Hutton and gave up Wisconsin winters in 1983 moving to Houston where he met  Diane, they been married 29 years and have been blessed with 2 children, Macy and Miles who have now graduated from college and are on their own.  Dave & Diane live outside of Boerne, Texas.

 

 

  

     

www.back9pro.com                       

   

 Please note that in order for us to meet RSVP requirements from Fleming's, the prepay registration option will end at 5:00 PM on the Tuesday before the meeting. If you miss online registration, you can still attend as a walk-in. We are unable to accept special meal requests. 

 Check-In Procedures:

1. There will be two entry lines - one for pre-payment via PayPal and one for payment by cash/check at the door.

       

2. Pre-printed name badges for members will be available inside the room, after checking in.


Parking:

There is parking available directly in front of Flemings in their main parking lot. There is additional parking in the adjacent lot just west and south - in back of the movie theater and south of the southern most smoke stack.

  

2015 Charity of the Year 

Womens Shelter



                 

A Special Thank You goes out to the Following:

 

Margaret Anaglia - The Gourmet Nut Lady for her support of WeLead and her generosity and giving of her delicious Al's Gourmet nuts to our organization.

Tiffany Tremont - for her continued leadership and support of WeLead


If you would like your business mentioned in our next newsletter, please bring a door prize with a retail value of $25.00 or more to the meeting.

 

Your business name will be linked to your website, if you deliver the prize with a business card containing that information.

 

Menu   

Salad

Classic Caesar

Bread

 

Choice of One Entree

(You'll give your selection when you are seated.)

Filet Mignon

Grilled Chicken Breast

Barbecue Scottish Salmon

Vegetarian upon request

 

Sides Served Family Style

Beverages

tea, soda, water or coffee

**Please note that we are unable to accept special meal requests.

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NAFE San Antonio PO Box 461506
San Antonio, Texas 78246

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