Wentzville Rec Center

Any questions, please call 844-567-7760

500 Great Oaks Blvd, Wentzville, MO 63385

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Space is limited, so sign up today!
No Charge to Attend!

Join us for an informational seminar where we’ll focus on:

  • Changes to Social Security filing strategies

  • How married couples can help enhance their combined monthly and lifetime benefits

  • Ways to claim retroactive benefits as a lump sum

  • The effect of remarriage on survivor benefits for widowed and divorced spouses

  • Five factors that could help 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 can help provide not only a guaranteed income stream but also potential 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 potentially maximize the lifetime Social Security benefits you receive. The concepts discussed in this workshop are most suitable for those with investable assets of $100k or more.

Join us at the Wentzville Rec Center covering Social Security Workshop on August 22 from 6:30 PM - 8:00 PM.

Space is limited, so 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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Any references to protection benefits, safety, security, or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. 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. Neither Social Security 567 nor the Financial Professional presenting this webinar or their firm may give tax or legal advice. Individuals should consult with a qualified professional before making any purchasing decisions.
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