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Sep 14, 2019 At 4:00PM

At Georges By The Cove - La Jolla, CA

Come join us for our Social Security "Eat & Greet" to get the answers you NEED.

There is NO COST to attend, but space is limited so you must reserve your seat.

Register Now

Do You have Questions about Social Security and Your Overall Retirement Income Strategy?

If so, this is the workshop for you.

When and how should you receive your Social Security benefits?

No matter what situation you’re in, you’ll want to take the time to make an informed, well-reasoned decision about how and when to begin receiving your Social Security benefits and how to coordinate Social Security with your other retirement income sources.

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Educate Yourself

Education is imperative in order for you to make the right decision. Take your time to understand your options.

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Get Professional Advice

Let us guide you through the unknowns, we've done this thousands of times.

Who Should Attend this Workshop?

This workshop was created to help people in these common situations…

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New Retirees

If you are recently retired but have not begun to receive Social Security benefits, attend this workshop before you make any decisions.

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Approaching Retirement

Are you considering retirement and need answers in order to piece your retirement income plan together? You’ll learn the role played by Social Security.

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Married Couples

There are dozens of ways for married couples to collect Social Security. Make sure you understand your options.

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Widowed? Divorced? Disabled?

If you have extenuating life circumstances, you must understand how your Social Security benefits could be affected.

What Will You Learn?

Get answers to the most commonly asked questions regarding Social Security and help with your specific situation.

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When should I begin to receive Social Security?

If you are recently retired but have not begun to receive Social Security benefits, attend this workshop before you make any decisions.

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How much will I receive?

This depends on your earnings history and several other factors. We’ll explain in more detail!

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What about my other sources of retirement income?

You likely have retirement income from several sources. We’ll discuss how to piece together the income puzzle.

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What if I keep working?

Working part or full time past age 62 could impact your Social Security strategy. We’ll explain how.

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What about taxes?

Is Social Security taxable? What is the impact of taxation on your retirement income now and in the years to come?

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How is my spouse affected?

If you’re married, it is imperative for you to plan your strategy together and address issues such as survivor’s benefits.

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How do I avoid mistakes?

Making a mistake with your Social Security could cost you tens of thousands of dollars. We’ll show you how to avoid the most common errors.

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Discover benefits you didn’t know you had!

Learn strategies such as collecting on an ex-spouse’s benefit or even a deceased ex-spouse’s benefit. You may be entitled to more than you know.

How Does This Work

We know your time is valuable, so let's break it down for you.

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Come To Our Workshop

You'll spend an hour or two with us while we show you all the latest information you'll need to know about your retirement.

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You'll Eat Great Food

Yeah we'll provide everyone with a great meal while we sit around talking about money.

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You'll Set An Appointment

If you like what you've learned, you'll simply set up a time to speak with us 1 on 1 on a future date.

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