Unlocking Unknown Social Security Benefits, Options, and Strategies

Know Your Social Security Benefits, Options, and Strategies


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You could have benefits you never knew you were eligible for.

Join us at the Arabian Library in Scottsdale, AZ for an informational workshop covering Social Security benefits, options, and strategies. 

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New Workshop Date Coming Soon!
90%
People 65+

90% of people age 65 and older are receiving Social Security benefits. For most Americans, Social Security makes up more than 50% of their income.
(Source: https://www.ssa.gov/news/press/factsheets/basicfact-alt.pdf)

77%
of Americans

77% of Americans receive reduced benefits (as much as 25% less!) because they collected early. Studies show only 19% of Americans actually needed it.
(Source: Social Security Administration)

Coordinating your Social Security benefits within your overall retirement income strategy will potentially maximize your retirement benefits.

Some Of The Lessons From This Workshop:

  • The most common mistakes when filing for your Social Security benefits and how to potentially avoid them
  • New strategies you might not have know were accessible to you
  • The many different ways to possibly claim Social Security
  • How Survivor Benefits work and how a plan can work
  • If you are divorced, how to collect based on an ex-spouse’s benefit

This presentation is strictly informational. No investments will be promoted. However, the financial advisor presenting may invite you to a follow up consultation where financial products may be presented or offered. Your personal information will remain confidential.

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