Kilmer Branch Library
No Charge to Attend!
Tuesday
6:00 PM - 7:00 PM
Thursday
6:00 PM - 7:00 PM
“A leading educational resource for those nearing retirement”
—
Join us for an educational seminar where we'll focus on:
Changes to the 500+ Social Security filing strategies
Understand when you should consider claiming early vs claiming later.
Maximize your social security benefits with the do-over approach you should know about
How to claim benefits from former and/or deceased spouses
Taking generic Social Security advice could cost you thousands of dollars in lost benefits
How will the SECURE Act Legislation impact your retirement
How the new administration could alter your retirement plan
What to do if you have other income from pensions or IRAs
Join us for an educational seminar where we'll focus on:
Changes to the 500+ Social Security filing strategies
Understand when you should consider claiming early vs claiming later.
Maximize your social security benefits with the do-over approach you should know about
How to claim benefits from former and/or deceased spouses
Taking generic Social Security advice could cost you thousands of dollars in lost benefits
How will the SECURE Act Legislation impact your retirement
How the new administration could alter your retirement plan
What to do if you have other income from pensions or IRAs
“A leading educational resource for those nearing retirement”
—
Why Attend?
Deciding when to claim Social Security benefits is one of the most crucial choices before retirement. Many retirees claim benefits before reaching full retirement age, which can significantly and permanently reduce the lifetime benefits they—and potentially their spouses—could receive.
Social Security offers more than just guaranteed income; it provides longevity protection, spousal support, and some inflation adjustments, making it the closest option to a traditional pension for many. Whether you’re single, married, divorced, or widowed, there are strategies to help you maximize lifetime Social Security benefits such as the effect of remarriage, different filing strategies, and optimizing your income over time. With this knowledge, you’ll become better equipped to make informed decisions that align with your retirement goals. This workshop is ideal for those with investable assets of $100,000 or more.
This seminar, which has already guided nearly 1.8 million people nationwide through the complexities of social security, is designed to equip you with useful knowledge through an experienced financial professional. Sign up today to join a growing community committed to financial clarity and confidence.
No Charge to Attend!
Tuesday
6:00 PM - 7:00 PM
Thursday
6:00 PM - 7:00 PM
Frequently Asked Questions
Who is presenting?
The majority of our presenters are local professionals who come from a financial background (CPAs, financial professionals, attorneys and other knowledgeable professionals). Social Security benefits play an important role in your retirement income plan, along with your overall financial strategy. With Social Security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.
Who is this for?
The information presented at our seminar can help those already retired, as well as anyone approaching retirement.
Is there a "sales" pitch?
No, the seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Taxes In Retirement 567 speaker during or after the seminar.
If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.
This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Taxes In Retirement 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.
Financial professionals do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
