Strategies for getting the most out of social security

Did you know over 50% of Americans aren’t maximizing their Social Security benefits?

Many aren’t aware of the best time to claim, how delaying can boost their payout, or
how to strategize with their spouse’s earnings.

Join our FREE workshop to learn actionable strategies that could help you optimize your benefits and secure a more confident retirement.

reserve your free spot

Thursday, February 27th · 6:00PM - 7:00PM EDT

couple working on planning for retirement in cary, NC

Unlock Social Security & Retirement Income for Financial Freedom

  • Timing: When Should I Claim My Benefits?

  • Spousal & Survivor Benefits: Are You Leaving Money on the Table?

  • Tax Implications: How Much of Your Benefits Will You Keep?

retire with peace of mind

This educational workshop will provide you with valuable information and actionable insights you can implement immediately!

Here’s what you’ll learn:

  • How recent Social Security law changes could impact your retirement plan.

  • The pros and cons of delaying your Social Security benefits.

  • Strategies for coordinating benefits if your spouse is still working.

  • Navigating Social Security while working part-time or planning to continue working.

  • Key considerations for divorced or widowed individuals.

  • Proven methods to maximize your Social Security income.

  • Smart strategies to minimize taxes on your Social Security benefits.

  • Find out how to bridge the gap between Social Security and your desired retirement income.

This workshop provides clear, actionable insights from trusted, unbiased experts. Seats are limited.

Bonus topics we will cover:

  • Understand the implications your Social Security benefits have on your financial plan.

  • How Social Security Fits Into Your Retirement Cash Flow Strategy

  • Learn strategies to potentially reduce taxes on your Social Security benefits once you start receiving them.

take the first step to secure a more confident retirement

Marsh Creek Community Center
3050 N New Hope Road, Raleigh, NC 27604

reserve your free spot

Thursday, February 27th · 6:00PM - 7:00PM EDT

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