How to Maximize Social Security Income
How to Maximize Social Security Income
When:Class on 08/18/18
Where: Warner Pacific College
Cost: Free
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Class Summary

Understand how the Social Security Administration retirement benefits work, and how to maximize your income in retirement.  Learn the mistakes the fully 1/2 of all retirees make, and how to avoid making them yourself.  Learn the things your local Social Security office cannot tell you.  Join us and learn what you need to know before you apply for benefits.




Class Date / Times
Dates Times Notes
Upcoming Times
10:00 AM to
12:00 PM
Session 1 of 1 Register
Class 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


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:  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 thru Duell Wealth Preservation, an Oregon Registered Investment Adviser, Happy Valley OR; Oregon & Washington for insurance products.  Call us at 503-698-4812




Warner Pacific College

2219 SE 68th Ave
Egtvedt Room #122
Portland, OR 97215

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Support / Questions

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

Call Janet at
503.512.7674 or email