What You Need to Know to Maximize Retirement Income”
Date: January 15, 2015
Time: 6:00 pm to 7:30 pm
Location: Financial Accounting Services
41769 Enterprise Circle North Suite 209
Temecula, CA 92590
This informative, free, no obligation seminar covers the basics of Social Security and reveals innovative strategies for maximizing your benefits.
At this workshop you will learn:
- 5 factors to consider when deciding when to apply for benefits
- When it makes sense to delay benefits–and when it does not
- Why you should always check your earning record for accuracy
- How to estimate your benefits
- How to coordinate benefits with your spouse
- How to minimize taxes on Social Security benefits
- How to coordinate Social Security with your other sources of retirement income
Securities through 1st Global Capital Corp., Member FINRA and SIPC. Registered Representative of 1st Global Capital Corp. Insurance services offered through 1st Global Insurance Services, Inc. Investment advisory services offered through Rawdin-Baron Financial, Inc. Rawdin-Baron Financial, Inc. and 1st Global Capital Corp. are unaffiliated entities. Rawdin-Baron Financial, Inc. is a Registered Investment Adviser. Registration does not imply a certain level of skill or training.
Seating is limited. Please call Samantha at (951) 719-1515 to reserve your space or email Samantha@taxmanfred.com.