South Huntsville Public Library

7901-L, Bailey Cove Rd. SE, Huntsville, AL 35802

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No Charge to Attend!

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 2023. But what if this pushes you into a higher tax bracket?

  • Why the 2023 wage base limit raise could cost you in additional taxes

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 $100k or more.

Join us at the South Huntsville Public Library covering Social Security Workshop on June 12 from 6:00 PM - 7:00 PM or June 22 from 6:00 PM - 7:00 PM.

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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Ron Moody is a registered representative with LPL Financial. Member FINRA/SIPC.Investment advice offered through Oak Tree Financial Services, LLC, a registered investment advisor and a separate entity from LPL Financial.

LPL Financial does not offer legal advice or tax services.

Enlighten 567 is a separate entity from LPL Financial and Oak Tree Financial Services, LLC.

Enlighten 567 is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay Enlighten 567 cash compensation for these referrals, which creates the incentive for Enlighten 567 to make these referrals, resulting in a conflict of interest. Please click here for information relating to the financial professional’s registered investment advisory firm. Please click here for more detailed information.

Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Oak Tree Financial Services, LLC, a registered investment advisor and separate entity from LPL Financial.
There can be no guarantee that strategies promoted will be successful and no guarantee of positive results. The strategies mentioned in the presentation may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.
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