Upcoming Workshops
1/15/2025 & 1/16/2025 Join us for a complimentary workshop on Social Security. Discover how to optimize your benefits, both from social security and your retirement plan, throughout your lifetime. One major pitfall in retirement is selecting the wrong claiming strategy, resulting in significant financial losses. We have witnessed individuals lose tens of thousands of dollars simply by not utilizing the proper strategy. Additionally, failing to consider tax implications and timing in retirement can lead to further monetary setbacks. Come learn how you can maximize your retirement income by attending our workshop. Click to register for the event.
Social Security Optimization Workshops
6:00 -7:00 PM
Newbury Park Public Library
2331 Borchard Rd