About
Join Jeff's special guest speaker, Waldean Wall, as he discusses strategies on how to control your taxes in retirement.

Social Security benefits can be an important source of retirement income for many Americans. This seminar will help answer some of the basic questions clients often have about Social Security benefits such as:

· When to start taking benefits

· What are the tax implications of receiving Social Security benefits

· Medicare basics

· What are options for spousal benefits, survivor benefits, or divorce situations
Presenters
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Jeff Sachs
CEO, Owner
Jeff Sachs is the founder & CEO of Sachs Financial. Since 2010, he has dedicated his company to helping clients prepare for and secure their financial future. Jeff’s approach is to focus on educating his clients about the various ways to protect wealth from market fluctuation and creating lifetime income. He is a graduate of the University of Georgia and holds a Master’s degree from Saint Louis University. Jeff has always looked for ways to help people and spent over a decade in healthcare helping redesign Emergency Departments, prior to starting his own company. He holds insurance licenses in several states: Missouri, Illinois, Maryland and Florida. Jeff prides himself on being a loving husband and father. He enjoys cooking, golfing and raising money for charities through cycling.
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Waldean Wall
Vice President, Advanced Markets, Allianz Life Insurance Co. of North America
As vice president of Advanced Markets for Allianz Life Insurance Company of North America
(Allianz Life®), Waldean Wall is responsible for assisting the company’s financial professionals
and their clients with financial, estate, and retirement-planning goals.

Prior to joining Allianz Life in 2002, Wall was a leaders-level advisor and advanced markets trainer at New England Financial. Before that, he was a tax consultant in Minneapolis.

Wall earned his MS in financial services (MSFS) from the Institute of Business and Finance and a
master’s degree from Bethel University in Arden Hills, MN. He holds a Chartered Financial Consultant
(ChFC) designation as well as FINRA Series 7 and 63 securities registrations, and has earned the
enrolled agent (EA) designation.
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