Keys to Optimizing Your Social Security Benefits

Securities offered through PURSHE KAPLAN STERLING INVESTMENTS, Member FINRA / SIPC Headquartered at 18 Corporate Woods Blvd. Albany, NY, 12211. Purshe Kaplan Sterling Investments and Oaktree Advisors are not affliated companies.

This site is not connected with, affliated with or endorsed by the United States government or the Social Security Administration. 

Oaktree Advisors © 2017. All rights reserved.
  • Strategies to potentially maximize your Social Security benefits.‚Äč
  • How benefits are calculated and strategies to increase them.
  • Why married couples could miss out on substantial benefits.
  • When should you apply for Social Security?



What You Will Learn:

About Oaktree Advisors

 The Workshop You Cannot Afford to Miss

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Oaktree Advisors is an independent, family-owned investment advisory firm. We provide wealth management, business advisory and trust services to affluent individuals, families, professionals and business owners.





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Tuesday, August 21st




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Wednesday, August 15th





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Bethlehem, PA 18017