“A leading educational resource for those nearing retirement”
— 
City of Belmont Parks & Recreation
Any questions, please call 844-567-7760
1315 East Catawba Street, Belmont, NC 28012
VIEW MAP & DIRECTIONSSpace is limited, so sign 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 City of Belmont Parks & Recreation covering Social Security Workshop on April 23 from 6:00 PM - 7:30 PM.
Space is limited, so sign up today!
No Charge to Attend!
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.
Karen Meyer Holland is an Investment Adviser Representative of Coppell Advisory Solutions LLC, dba, Fusion Investment Advisors, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
This seminar should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the presenters on the date of the seminar and are subject to change. You should consult with a professional adviser before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
References to specific investments should not be construed as being past specific recommendations of Fusion Investment Advisors. The returns for various indices discussed in this seminar do not represent the performance of the firm or any of its advisory clients. Returns do not reflect the impact that advisory fees will have on an investment.
Past performance may not be indicative of future results. All investment strategies 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.
Historical performance returns for investment indexes and/or categories usually do not deduct transaction and/or custodial charges, or advisory fees, which would decrease historical performance results. There are no assurances that a portfolio will match or exceed a specific benchmark.
Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein.
Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees.
This seminar should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the presenters on the date of the seminar and are subject to change. You should consult with a professional adviser before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
References to specific investments should not be construed as being past specific recommendations of Fusion Investment Advisors. The returns for various indices discussed in this seminar do not represent the performance of the firm or any of its advisory clients. Returns do not reflect the impact that advisory fees will have on an investment.
Past performance may not be indicative of future results. All investment strategies 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.
Historical performance returns for investment indexes and/or categories usually do not deduct transaction and/or custodial charges, or advisory fees, which would decrease historical performance results. There are no assurances that a portfolio will match or exceed a specific benchmark.
Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein.
Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees.
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