Financial Seminars Tampa Bay


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Social Security Maximization Planning August, 2017

Social Security Maximization: How do you get the most out Social Security?

Social Security is the foundation of a solid retirement income plan. Simply claiming benefits as early as possible isn't the most effective option for many.
So what is the most effective strategy? This is what we discuss in our Social Security Maximization seminar. The Social Security laws changed recently, which means it's even more important to plan BEFORE making a claiming decision. The difference between strategies may add up to $10,000, if not over $100,000 over your lifetime.
This seminar provides attendees with the information they need to make an informed decision. Attendees also receive a complimentary personalized Social Security Maximization Report.

Social Security Maximization Report

We will provide you with a complimentary report, customized based on your specific work history and situation. The report details several potential Social Security claiming strategies, along with the financial impact of each decision. This report will give you all the information you need to make an informed and strategic decision about your Social Security benefits.
This is our most popular report and is serves as the basis for one of the most important financial decisions one can make in their lifetime.


Complimentary Dinner Event


Palm Harbor Positano's Ristorante Italiano - Event Info

  • August 09th, 6:30pm

  • Palm Harbor Positano's Ristorante Italiano - Event Info

  • August 10th, 6:30pm

  • Sign Up

    or Call 800-281-3883 (24/7)


    You will learn:

  • Strategies to get the most out of Social Security
  • When to file for Social Security to maximize your benefit
  • How to measure and manage the risk your retirement savings are exposed to
  • How to minimize taxes on Social Security benefits
  • Fixing mistakes if you've already filed

    Get informed and take control of your retirement today!

    Are you getting the most out of Social Security?

    Social Security Maximization Report Report:

    social security financial planning rules clearwater-florida

    Attendees will receive a customized Social Security Maximization Report detailing specific options they can take based on their unique situation.

    Do you know the best strategy to claim your Social Security benefits?

    Our maximization report provides the specific details people need to make informed decisions about Social Security. It is customized based on the specific information of each client or couple. The report will provide several different detailed scenarios on how and when to claim Social Security to get the most financial benefit from the program.

    DO YOU KNOW THE BEST STRATEGY TO CLAIM YOUR SOCIAL SECURITY BENEFITS?
  • Dinner Event

    Please Join Us For Our Complimentary Dinner Event
    You have spent a lifetime earning it, spending it, and hopefully, accumulating it. When the time comes for retirement, you want your money to provide you with a comfortable lifestyle and stable income after your working days are over.

    Register

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    A Retirement Reality Check: Are You Doing What You Should Be Doing? by Daniel J. Wendol.
    You have spent a lifetime earning it, spending it, and hopefully, accumulating it. When the time comes for retirement, you want your money to provide yo with a comfortable lifestyle and stable income after your working days are over.

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