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MAXIMIZING YOUR SOCIAL SECURITY BENEFITS

What You Need To Know About Your Social Security Benefits

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What You'll Learn

  • Maximize your Social Security payments
  • Understand how SS affects your spouse
  • Understand how SS taxation affects you
  • Why the SSA can’t give you advice on your filing options
  • Plan appropriately for retirement income
  • Coordinate your benefits and taxes with a holistic plan

Featured Speaker

Great Waters Financial

Our mission is bold and unapologetic: to see the person, not just the portfolio. We are committed to challenging the notion that there’s no return on investing in lives. We believe in aligning your resources and actions to reflect your deepest values, embracing your Live Greatly™. It’s not just about creating strategic spending plans; but empowering you to use your wealth for what truly matters to you. Our approach is holistic, custom-built, and fully adaptable to life’s expected and unexpected events.

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Not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency. Event(s) not sponsored nor endorsed by the venue. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the venue and its employees. Due to various factors, including changing market conditions and/ or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume any discussion or information contained herein serves as the receipt of, or as a substitute for, personalized investment advice from GWF. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/ her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. A copy of GWF’s current written disclosures are available upon request or at www.greatwatersfinancial.com/disclosures.