“A leading educational resource for those nearing retirement”
— 
G. Chastaine Flynt Memorial Library
Meeting room
103 Winners Circle, Flowood, MS 39232
VIEW MAP & DIRECTIONSSign up today!
No Charge to Attend!
Join us for an important seminar where we'll focus on:
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Changes to Social Security filing strategies
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Strategies married couples can use to help enhance their combined monthly and lifetime benefits
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Ways to claim retroactive benefits as a lump sum
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The effects of remarriage on survivor benefits for widowed and divorced spouses
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Five factors that could reduce the actual payments you receive
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Social Security is giving a raise in 2022. But what if this pushes you into a higher tax bracket?
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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 may 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 mitigation, spousal mitigation, and some inflation mitigation. It may be the closest thing you receive to a traditional pension.
Whether you're single, married, divorced, or widowed, there may be ways designed to optimize the lifetime Social Security benefits you receive. The concepts discussed in this course are most suitable for those with investable assets of $200k or more.
Join us at the G. Chastaine Flynt Memorial Library covering Social Security Workshop on January 30 from 6:30 PM - 7:30 PM or February 7 from 6:30 PM - 7:30 PM.
Sign up today!
No Charge to Attend!
Frequently Asked Questions
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.
By registering, you agree to our Privacy Policy.
This material is provided courtesy of Journey Wealth Strategies and contains general information to help you understand basic financial planning strategies.
Throughout the presentation, we may generally discuss different financial vehicles; however, nothing we say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments.
Our goal with this presentation is to expose you to ideas and financial vehicles that may help you work towards your financial goals. Please understand that we cannot make any promises or guarantees that you will accomplish such goals. All investments are subject to risk including the potential loss of principal. Any references to protection benefits generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Securities products and services made available through AE Financial Services, LLC (AEFS), member FINRA and SIPC.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
Insurance products are offered through the insurance business Journey Wealth Strategies. Journey Wealth Strategies is also a Financial Services practice and an Investment Advisory practice that offers products and services through AE Financial Services, LLC (AEFS), member FINRA and SIPC and AE Wealth Management, LLC (AEWM), a Registered Investment Advisor, respectively. AEFS and AEWM do not offer insurance products. The insurance products offered by Journey Wealth Strategies are not subject to regulatory requirements or standards of care applicable to registered representatives or investment advisor requirements.
This presentation is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Journey Wealth Strategies and its representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Journey Wealth Strategies is not affiliated with the U.S. government or any governmental agency.
Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation.
At the end of the seminar, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship. 2646815 - 1/23 EFS or AEWM.
Throughout the presentation, we may generally discuss different financial vehicles; however, nothing we say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments.
Our goal with this presentation is to expose you to ideas and financial vehicles that may help you work towards your financial goals. Please understand that we cannot make any promises or guarantees that you will accomplish such goals. All investments are subject to risk including the potential loss of principal. Any references to protection benefits generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Securities products and services made available through AE Financial Services, LLC (AEFS), member FINRA and SIPC.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
Insurance products are offered through the insurance business Journey Wealth Strategies. Journey Wealth Strategies is also a Financial Services practice and an Investment Advisory practice that offers products and services through AE Financial Services, LLC (AEFS), member FINRA and SIPC and AE Wealth Management, LLC (AEWM), a Registered Investment Advisor, respectively. AEFS and AEWM do not offer insurance products. The insurance products offered by Journey Wealth Strategies are not subject to regulatory requirements or standards of care applicable to registered representatives or investment advisor requirements.
This presentation is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Journey Wealth Strategies and its representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Journey Wealth Strategies is not affiliated with the U.S. government or any governmental agency.
Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation.
At the end of the seminar, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship. 2646815 - 1/23 EFS or AEWM.
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