Dec 05

Before Taking Social Security, Watch This!

Before Taking Social Security, Watch This! Webinar by Lifestyle Financial

Explore crucial insights in our upcoming webinar. Delve into optimizing your Social Security decisions. Learn strategies to maximize benefits, navigate complexities, and secure your financial future. This session is a must for anyone approaching retirement. Don't miss out—reserve your spot now!

Virtual location

You will receive a confirmation email with a URL.

Dec 05, 2024 10:30am - Dec 05, 2024 12:00pm

Free

This webinar will cover the following topics:

1. Understanding Social Security:

- Basics of the 1933 Social Security Act.

- Its role as a retirement safety net.

2. How Social Security Works:

- Taxation and benefit calculations.

- Timing and duration of benefits.

3. Maximizing Benefits:

- Spousal benefits and eligibility.

- Balancing work with benefits.

Meet your Speaker

Charles, with over a decade and a half at Lifestyle Financial, combines finance and economics knowledge with key securities registrations and insurance licenses, providing tailored financial guidance. Influenced by his Eagle Scout values, he’s dedicated to client trust and well-being. He’s advancing his education with a master’s and CFP certification which he is a third of the way through, and anticipates being complete early 2025. Passionate about skiing, Brazilian Jiu-Jitsu, and flying, Charles balances his professional life with adventurous hobbies and family time.

Lifestyle Financial Planning | 200 Sandpointe Avenue Suite 160 Suite 150 | Santa Ana, CA 92707 US

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