Estero Recreation Center

Any questions, please call 844-567-7760

9200 Corkscrew Palms Blvd, Estero, FL 33928

Register Now

Sign up today!
No Charge to Attend!

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

  • 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

  • Factors that could reduce the actual payments you receive

  • Social Security is giving a raise in 2024. But what if this pushes you into a higher tax bracket?

  • Why the 2024 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 benefits, 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 Estero Recreation Center covering Social Security Workshop on February 27 from 6:30 PM - 7:30 PM or February 29 from 6:30 PM - 7:30 PM.

Check the background of this investment professional and firm on FINRA’s BrokerCheck

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.

By registering, you agree to our Privacy Policy.

Esai James Ferguson is a registered representative with and, securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the state in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial does not offer legal advice or services.

Enlighten 567 is a separate entity from LPL Financial.

Enlighten 567 provides referrals to financial professionals of LPL Financial, LLC (“LPL”). 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.
Register Now