How does Social Security fit into your overall income plan in retirement and how do you optimize it?
AVOID LOSING THOUSANDS FROM SOCIAL SECURITY MISTAKES!
Hosted In Conjunction with Woodbury Public Library!
Webinar Details
Social Security Maximization Webinar
Tuesday, September 29th
at 6:30pm
Virtually attend this COST-FREE event and...
- How to avoid up to 85% of your Social Security benefits being taxed!
- Take-home information, and answers to the pressing questions like when you should elect benefits?
- Learn ways to potentially avoid common Social Security mistakes (and ways to optimize your benefits).
- Receive personalized Social Security analysis that could help you understand the best way to retire comfortably.
- Learn how claiming at the wrong time can result in lower Social Security benefits for the rest of your life.
Want to learn how to optimize your Social Security?
This event will answer your most pressing questions...
How to minimize the risk of up to 85% of your Social Security being taxed.
Strategies that can maximize your Social Security benefits.
Find out how much you may give-up if you choose to take benefits early.
When should you take Social Security benefits? And what are the potential penalties?
How required minimum distributions can change the tax picture going forward.
Retirement income planning that can provide lifetime income and minimize your tax exposure.
This presentation is extremely popular, and SPOTS ARE LIMITED. Reservations and confirmations are required.
"I could have lost thousands of my hard-earned cash if it wasn't for this event!"
Event Starts In
Meet Our Presenter
David Weyner
(Securities Licensed; Senior Planning & Wealth Preservation, LTC Partnership certification, CT & NY). Following 20 years as a senior corporate executive, since 2007 Mr. Weyner has served financial and benefits clients around the NY tri-state area. As Senior Associate, USA Financial and Tax Services, Mr. Weyner has also spoken at many seminars with the objective of helping community members better understand their retirement planning options and various benefit programs available to them. From NYC, David attended Stonybrook University and has two grown children living in Chicago and New York.
Ready to maximize your Social Security?
This event is hosted by USA Financial & Tax Services, LLC.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
david@usafinancialandtaxservices.net | 860.430.2138 | 39 New London Turnpike Glastonbury, CT 06033
Sources:
1. “Social Security.” Benefits Planner: Retirement | Learn About Social Security Programs | Social Security Administration, https://www.ssa.gov/planners/retire/r&m6.html.
2. Williams, Sean. “We Still Don't Understand Social Security, and a New Survey Confirms It.” The Motley Fool, The Motley Fool, 18 May 2018, https://www.fool.com/retirement/2018/05/18/we-still-dont-understand-social-security-and-a-new.aspx.
By providing your phone number, you are consenting to receive calls and SMS/MMS msgs, including autodialed and automated calls and texts, to that number from the event. Msg&data rates may apply. Terms & conditions/privacy policy apply. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of the hosting firm is stated or implied.