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How to Maximize Social Security Income
How to Maximize Social Security Income
When:Course on 12/13/17
Where: Hood River Library Meeting Room
Cost: Free
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Course Summary

Understand how the Social Security Adminstration Retirement Benefits work and how to maximize your income throughout retirement.  Learn the mistakes that fully half of all retirees make and how to avoid making them yourself. Learn the things your local Social Security office cannot tell you. 

Course Date / Times
Dates Times Notes
Upcoming Times
Wednesday,
12/13/17
6:30 PM to
8:00 PM
Session 1 of 1 Register
Course Instructor

 

Gary was born in Garden City Kansas, moving with his family to Salem, Oregon at the age of 5.

He graduated from Willamette University in 1974 with a double major in psychology and philosophy. There being a scarcity of philosophy jobs, Gary took a harrowing nine-month stint at Oregon State Hospital as a psychiatric security aide on the women’s maximum security unit.  “One Flew Over the Cuckoo’s Nest” was filmed  there during that time, which only added to the chaos.  The movie was more mild than the reality.  That experience prompted Gary to change careers.  He graduated from Willamette U. again, in 1977, with an MBA.

After 18 years with Farmers Insurance, first as an underwriter, then supervisor, and then as an agent, Gary left in 1996 due to the purchase of Farmers by British American Tobacco.  He sold his agency and moved his office into his home, which had always been a dream.

In 1997 he completed the last series of courses and ten exams to get the Chartered Financial Consultant (ChFC) designation from The American College at Bryn Mawr PA.

Now Gary provides comprehensive or targeted financial plans and the appriate financial products to implement them, continuing education classes for insurance agents, as well as public seminars on Retirement Planning, Social Security Optimization, and IRA Tax Planning.  For upcoming classes, go to http://garyduell.com/

Gary served a three year appointment on the Clackamas County Economic Development Commission and currently is Treasurer, a charter member, and past President, of the Happy Valley Business Alliance: To quote Gary, "This is the best group of people I've ever had the pleasure of working with.  Hard working, generous to a fault, and genuinely caring."

During the school year he usually volunteers in a wonderful program called “Lunch Buddies” which involves mentoring an elementary school student once a week.  The need is great.  If you’d like to volunteer, send Gary an email or visit: http://www.ormentor.org/  Most mentors feel they benefit as much as their students!
Gary loves what he does mostly because of the people he gets to work with.  Hundreds of clients and friends have been made over the years.

Licensed in Oregon for securities & investment advice through Duell Wealth Preservation, an Oregon Registered Investment Adviser, Happy Valley OR; Oregon & Washington for insurance products.  Call us at 503-698-4812
Website:  http://www.garyduell.com

Location

Hood River Library Meeting Room

502 E State St.
Hood River, OR 97031

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Payment / Security
We accept:
Visa Discover MasterCard American Express
For Your Security
Accept Credit Cards
Support / Questions

Early registration is encouraged as classes fill up quickly. Please don’t hesitate to call us for assistance with the registration process.

Gary Duell
503-698-4812
or email me at