Peabody Institute Library of Danvers

15 Sylvan Street, Danvers, MA, 01923

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Space is limited, sign up today!
No cost to Attend.

May

Wednesday

8

06:30 pm

Join Us For a FREE Social Security Retirement Strategies Workshop in Danvers, MA!

Master Your Finances: Explore strategies tailored to achieve your long-term financial dreams.
Unlock Your Benefits: Learn about the full range of Social Security Benefits to which you're entitled.
Married Couple Advantage: Coordination tips to maximize the benefits for couples.
Tax-Saving Strategies: Uncover ways to possibly reduce taxes on your Social Security Income.
Retain More in Retirement: Understand taxation on Social Security income and strategies to keep more.
Personalized Assistance: All guests receive a complimentary Social Security Timing Report to help make the most of your retirement benefits.
Helping you find Motivation through Education.

Claiming Social Security at the wrong age may reduce your benefit by up to 57%!

Claiming Social Security benefits at age 62? Think again! Your decision could either cost or gain you over $100,000 in your retirement years. Don’t be among the 50% of retirees who may be sacrificing financial well-being. Acquire the knowledge you need about rules and tactics that can dramatically increase your retirement income. Let's make your Social Security benefits work in harmony with other income channels!


Your Invitation to the Complimentary Social Security Retirement Strategies Workshop:

  • Discover why taking "general" Social Security advice could drastically reduce your benefits.
  • Learn how to leverage the tax benefits of Social Security (one of the most commonly overlooked claiming strategies!)
  • See which Social Security mistakes cost the average American over $100,000 (and how to help avoid it.)
  • Understand when you should consider claiming early vs claiming later.
  • When your benefits may begin and how the age at which you apply will affect the amount you receive.
  • How to maximize Social Security benefits and how to minimize taxes on them.


Here's What We'll Cover

Why Generic Advice is Risky: Learn how following one-size-fits-all advice can be financially detrimental to you.

Social Security Simplified: With 567 ways to claim benefits, we simplify the complexity to help you maximize income.

Navigating Market Volatility: Master techniques smart investors use to mitigate market losses while growing savings.

Strategic Tax Planning: Learn tax-efficient approaches to manage your retirement income from various sources.

Common Mistakes: Find out which errors cost the average American over $100,000—and how to avoid them.

Timing is Everything: Decipher when to claim benefits to get the most out of your diverse financial portfolio.

Claiming Strategies: Understand the pros and cons of claiming benefits early vs. later.


Please note: This workshop is not intended for Social Security Disability Insurance (SSDI) issues.

Due to limited seating, this event is for first-time attendees only. You may bring 1 guest.

Need additional invites? Simply copy the sign-up link provided here and send it to your friends. https://events.assetmentors.com/workshops/624

Frequently Asked Questions

It's your finances.
We're here to help you learn.

This presentation is for informational purposes only. No investments will be promoted. However, the financial professional presenting may invite you to a follow-up consultation where financial products may be discussed or offered.

See our FAQ for more information.

This presentation has not been endorsed by the Social Security Administration. Neither Asset Mentors nor the financial professional presenting this webinar are affiliated with the Social Security Administration or any other governmental organization.

By registering, you agree to Asset Mentor’s Privacy Policy.

Financial professionals do not provide specific tax or legal advice, and the information presented at this seminar should not be considered as such. You should always consult your tax or legal advisor regarding your own specific tax or legal situation.