Educational Workshop for Pre-Retirees & Retirees

Irvine Locals, don't leave your future to chance. The decisions you make before claiming Social Security can impact your retirement for decades. Learn strategies from experienced professionals before you file.

Choose the session that works best for you:

📅Wednesday, July 29 | 12:30 PM
📅Thursday, July 30 | 6:00 PM

📍20 Executive Park, Suite 190, Irvine, CA 92614
Located near John Wayne Airport.

If you're close to retirement, already retired, or helping a loved one make retirement decisions, this educational seminar is designed to help you better understand your options.

In this educational seminar we'll focus on:

• Changes to the 500+Social Security filing strategies
• Understand when you should consider claiming early vs claiming later
• Maximize your social security benefits with the do-over approach you should know about
• How to claim benefits from former and/or deceased spouses
• Taking generic Social Security advice could cost you thousands of dollars in lost benefits
• How could the SECURE Act Legislation impact your retirement
• How the administration could alter your retirement plan
• What to do if you have other income from pensions or IRAs

Ideal for individuals and couples looking to make more informed retirement decisions.

TC9001747(0726)