Broker Check
09 Sept


“How to Maximize Your Social Security and Medicare Benefits So You Can Have a Comfortable and Predictable Retirement.” 

I'm excited to offer this complimentary workshop that can assist you in identifying the optimal approach for receiving your Social Security benefits, whether you rely heavily on them for retirement income or view them as one component of your financial plan.

Many of our clients have told us that the greatest fear they face today is not having enough money to maintain their lifestyle throughout retirement. Does this sound like you? Even in these challenging times and volatile markets, we have helped our clients take a comprehensive approach to financial planning and offer the service of helping them maximize their social security income.

Did you know the average household loses over $110,000 in potential Social Security income due to choosing a suboptimal claiming strategy?  In this complimentary workshop, I provide "Social Security Maximization Strategies." There are thousands of ways to claim your Social Security, but which best suits you and your family? One simple mistake or misjudgment of the program can cost you thousands of dollars that you rightfully deserve.

I recently visited with one of my clients, who was blown away by the report when I showed him a strategy that maximized his and his wife's benefits. They assumed they would just retire at their full retirement age, but my strategy increased their Social Security benefits by 127% per month!

Learn the best Social Security claiming strategy for you at our free online workshop. Over 2,728 rules can be overwhelming, so let us help you find the right one.

Date and Time

Sat, Sep 09, 2023

1:30p - 2:30p EST




Event Registration