Description
As a heartfelt “thank you” for your continued trust, we’re hosting a special Client Appreciation Event focused on maximizing your Social Security benefits.
Did you know that how and when you file for Social Security could increase your annual benefit by up to 80%? Filing is one of the most important financial decisions you’ll make — it’s truly the choice of a lifetime.
At this educational seminar, you’ll learn the key rules, strategies, and timing considerations to help ensure your filing decision aligns with your broader retirement income plan.
Join us and gain the clarity and confidence you deserve for this critical milestone.
Date and Time
August 14, 2025 - August 15, 2026
5:30p - 7:30a EST