“A leading educational resource for those nearing retirement”
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Park City Library
Any questions, please call 844-567-7760
1255 Park Avenue, Park City, UT 84060
VIEW MAP & DIRECTIONSSign up today!
No Charge to Attend!
Join us for an educational seminar where we'll focus on:
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Changes to Social Security filing strategies
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How married couples can help enhance their combined monthly and lifetime benefits
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How to claim retroactive benefits as a lump sum
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The effect 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 2024. But what if this pushes you into a higher tax bracket?
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Why the 2024 wage base limit raise could cost you in additional taxes
“A leading educational resource for those nearing retirement”
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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 Park City Library covering Social Security Workshop on March 25 from 11:00 AM - 12:30 PM.
Sign up today!
No Charge to Attend!
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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Securities offered through Securities America, Inc. (SAI) Member FINRA/SIPC. Investment advisory services offered through Securities America Advisors, Inc. (SAA) an SEC Registered Investment Advisor. EFF Group and the Securities America companies are unaffiliated and separate from all other named entities. Securities America and its representatives do not provide tax or legal advice. Please contact the appropriate professional regarding your particular situation.
The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of the information provided at these websites.
David Gates 6955 Union Park Center, #410, Midvale, UT 84047, (801) 316-4100
Financial Strategies Institute, 6955 Union Park Center, #410, Midvale, UT 84047, (801) 316-4100. Registered representative of and offers securities through Securities through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Financial Strategies Institute and the Securities America Companies are not affiliated.
Check the background of this investment professional and firm on FINRA's BrokerCheck
The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of the information provided at these websites.
David Gates 6955 Union Park Center, #410, Midvale, UT 84047, (801) 316-4100
Financial Strategies Institute, 6955 Union Park Center, #410, Midvale, UT 84047, (801) 316-4100. Registered representative of and offers securities through Securities through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Financial Strategies Institute and the Securities America Companies are not affiliated.
Check the background of this investment professional and firm on FINRA's BrokerCheck
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