SOCIAL SECURITY STRATEGIES
Presented by SoCal Wealth Management
11:30 a.m. – 12:30 p.m.
Timing is everything. Stay informed about things that could affect your retirement income. During this seminar, we'll look at how to approach Social Security as a part of your overall retirement planning strategy and how different life scenarios can impact the amount of Social Security benefits you could receive. Our goal is for you to understand how to make the most out of your Social Security benefits. This informative and complimentary seminar covers the basics of Social Security and reveals strategies for maximizing your benefits:
- Five factors to consider when deciding when to apply for benefits
- When it makes sense to delay benefits–and when it does not
- Why you should always check you earnings records for accuracy
- How to estimate your benefits
- How to coordiante benefits with your spouse
- How to minimize taxes on Social Security with your other sources of retirement income
There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principle. Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Credit Union of Southern California (CU SoCal) and SoCal Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using SoCal Wealth Management, and may also be employees of CU SoCal. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CU SoCal and SoCal Wealth Management.
|Not insured by NCUA or Any Other Government Agency
||Not Credit Union Guaranteed
||Not Credit Union Deposits or Obligations
||May Lose Value