Kent District Library - Kentwood (Richard L. Root) Branch

Richard L. Root Library is not a sponsor or affiliated with this seminar in any way. If you have any questions, please call 844-567-7760.

Community Room

4950 Breton Rd SE, Kentwood, MI 49508

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Space is limited, so sign up today!
No Charge to Attend!

“A leading educational resource for those nearing retirement”

Join us for an educational seminar where we'll focus on:

  • Changes to Social Security filing strategies

  • How married couples can help enhance their combined monthly and lifetime benefits

  • How to claim retroactive benefits as a lump sum

  • The effect of remarriage on survivor benefits for widowed and divorced spouses

  • Five factors that could reduce the actual payments you receive 

  • Social Security is giving a raise in 2022. But what if this pushes you into a higher tax bracket?

  • Why the 2022 wage base limit raise could cost you in additional taxes 

“A leading educational resource for those nearing retirement”

One of the most important decisions you need to make before you retire is when to claim Social Security benefits.

Many retirees apply for Social Security before reaching full retirement age. But by doing so, they may significantly and permanently reduce the benefits that they — and possibly their spouses — could receive over a lifetime.

Social Security provides not only a guaranteed income stream but also longevity protection, spousal protection, and some inflation protection. It may be the closest thing you receive to a traditional pension.

Whether you're single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. The concepts discussed in this course are most suitable for those with investable assets of $250k or more.

Join us at the Kent District Library - Kentwood (Richard L. Root) Branch covering Social Security Workshop on May 11 from 11:00 AM - 12:00 PM.

COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, mask usage, sanitation, and capacity limitations.

Space is limited, so sign up today!
No Charge to Attend!

Register Now

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Social Security 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.

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Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. IAMS Wealth Management and Security Benefits Center LLC are independent of each other. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice.

Information presented is believed to be current. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio.
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