Join us for an Informative, Complimentary In-Person Event in Scottsdale AZ
September: Monday the 25TH or Wednesday the 27TH. 6:00PM
🌟 What You'll Learn:
How you can qualify for up to $100,000 in additional benefits.
Navigate the complexities of early retirement and how it effects your benefits.
Explore disability, survivors, and spousal benefits.
Maximize your benefits for a secure financial future.
Did you know Social Security benefits can be taxed up to 85%?
We will show you exactly how to minimize this.
Determine the best time to file for Medicare.
💰 Billions in Social Security Benefits go unclaimed every year!💰
This event is your chance to gain valuable insights, avoid common mistakes,
and ensure you get the most from your hard-earned benefits.
Topics to be discussed include:
Learn about timing strategies
that could help married couples
maximize their benefits.
How Medicare and Social Security Work Together
Learn about strategies that could help minimize the taxes you will pay on your Social Security Benefits
Learn what we think you SHOULD KNOW about Social Security
before making a claiming decision.
How Working in Retirement Could Impact Your Benefits
How Spousal and Survivor Benefits Work
Understand why Social Security
can be an important component of your retirement income plan.
Make a plan for retirement income AFTER you've determined your
ideal claiming strategy.
If you're among the millions of Americans who are currently collecting, or planning to file for Social Security benefits, one of the most confusing but important elements of retirement planning is understanding how Social Security works. With legislative changes to Social Security having taken place in 2019 and 2021 and additional changes possible in 2023, now is the time to get the facts about your benefit options.
Investment advisory products and services made available through CreativeOne Wealth, LLC, a registered investment adviser. Neither the firm nor it's agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Prospect Wealth Advisors is not affiliated with or endorsed by the U.S. Government or any governmental agency. Not affiliated with or approved, endorsed, or authorized by Centers for Medicare Services, the Social security Administration or any other government agency. Events are not sponsored nor endorsed by Via Linda Senior Center. The views, information, or opinions expressed durning these events are solely those of the presenter(s) and do not necessarily represent those of the Via Linda Senior Center and it's employees.
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