Lunch & Learn: Maximize Your Social Security

Wednesday, November 20   10:30am

Lunch & Learn: Maximize Your Social Security

Join us for a Lunch & Learn on Wednesday, November 20, 2019. as we hear from Trajan Wealth representatives about ways to how to maximize your Social Security. The seminar will address:

How We Got Here – A quick overview of the roots and evolution of Social Security, and how that history still impacts you today.

Review Complex Considerations – When should you file for Social Security? What about spousal benefits? How can you optimize taxes to increase your check?

How to Maximize Your Money – An honest look at how you can maximize the dollar amount you keep in retirement, including options like Covert Roth.

Registration is required. Seating is limited.

Call 480.793.7785 to register or sign up below.

Date & Time: Wednesday, November 20

Location: Robson Reserve at PebbleCreek

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