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Maximizing Social Security

Know What You CAN Do, So You Know What You SHOULD Do!

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Sat Aug 29
Spacious Offices
10:00am Central - 2880 Broadway Bend Dr Bldg 3 Pearland, TX 77584
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What You'll Learn

  • Complexities of the Social Security system and why it’s crucial to make the right claiming decisions.
  • Role Social Security plays in your overall retirement income and the importance of getting the most out of your benefit.
  • Monetary consequences and benefits of claiming early versus delaying.
  • Key spousal decisions and benefits surrounding marriage, divorce and death.
  • How Social Security is structured to help combat inflation but can potentially add to your tax liabilities in retirement.
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Featured Speaker

Joey Martin, CPFA®, RFC®

Every seminar host and event speaker is passionate about empowering attendees with the knowledge and confidence needed to take control of their own financial future. In addition to learning how to achieve your current and long-term financial goals, you’ll get valuable advice on topics such as when to apply for Social Security benefits, how to protect your financial legacy for future generations with a well-crafted estate plan, strategies for reducing your tax burden during retirement and so much more.

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