Maximizing Social Security: TMSPCSMC1112

Event Phone: 833-208-5981

We're sorry, but all tickets sales have ended because the event is expired.
  • November 12, 2019
    6:30 pm - 8:00 pm

Instructor

  • Merrit Strunk
    Merrit has been a business leader all his life. In his 20s and 30s, he successfully headed up marketing for fortune 500 brands in retail, manufacturing, and a variety of business-to-business industries. He has also traveled around the world speaking on Business, Marketing, Financial and Personal Achievement. Later in his career, he was a repeat C-Suite executive for multibillion-dollar financial organizations and successfully built top-performing teams around the United States.

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.

Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!

Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!

Tuesday
November 12th
6:30pm-8:00pm

(San Marcos Campus – Room MD-131)

Venue:  

Address:
1140 W. Mission Rd, San Marcos, California, 92069, United States

Comments are closed.