JOIN US FOR A COMPLIMENTARY PRESENTATION

MAXIMIZING YOUR SOCIAL SECURITY BENEFITS: CLAIM SMART, RETIRE STRONG!

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Sat Oct 31
Mesa Public Library - Main Library
11:00am Mountain - 64 E 1st St Mesa, AZ 85201
This Event Is Full This Event Has Already Taken Place

What You'll Learn

  • How recent and pending tax law changes could impact your income, savings, and Social Security benefits.
  • Recent legislative changes to Social Security benefits.
  • Why the Social Security Administration is strictly prohibited from giving you any advice on filing your claim.
  • How to reduce or potentially eliminate taxes on your Social Security benefits.
  • How working can affect your benefits and their taxability.
  • Strategies that may help maximize your Social Security benefits over your lifetime.
  • How claiming age and timing decisions can impact your monthly retirement income.
  • Understand spousal and survivor benefits and their impact on the amount you and your family may receive from Social Security.
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Featured Speaker

Brad Allan

Every seminar host and event speaker is passionate about empowering attendees with the knowledge and confidence needed to take control of their own financial future. In addition to learning how to achieve your current and long-term financial goals, you’ll get valuable advice on topics such as when to apply for Social Security benefits, how to protect your financial legacy for future generations with a well-crafted estate plan, strategies for reducing your tax burden during retirement and so much more.

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