Mon - Fri 8:30 AM - 5:00 PM (801) 225-5555
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Social Security Workshop & Complimentary Dinner

November 15 @ 6:00 pm - 8:00 pm

Join us for a complimentary and educational dinner event for those who want to learn about how important Social Security benefits will be in your retirement.

Social Security is a complicated program.  It would be to your advantage to understand how they work and how you can maximize your benefits.  Wisely manage your Social Security retirement benefits starts with understanding the facts.

Social Security alone will likely be insufficient for you to retire comfortably.  Don’t assume you can draw full benefits at 65 – the rules have changed.

Topics to be discussed:

  • How to use innovative strategies to coordinate Social Security with your other sources of income.
  • The basics of Social Security, including “will it be there?”
  • Qualifying for income benefits and how they are calculated.
  • Learn how retirement income can cause taxation of your Social Security benefits.
  • When you might consider retiring and when to start receiving benefits.
  • Understanding the impact of spousal and survivor benefits.

Reservations are required, seating is limited

This is an educational program only.  There is no cost or obligation, and nothing will be sold.

Must be 55 or older to attend.  No Advisors, Agents or Brokers please.

To register please call (833) 519-1621 or you can register online at www.youRSVP.com and enter code: KEDGAQ

 

 

Details

Date:
November 15
Time:
6:00 pm - 8:00 pm
Event Category:
Event Tags:
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Website:
www.youRSVP.com

Organizer

Craig Judd
Phone:
(801) 225-5555
Email:
craig@besmartfinancial.com
Website:
https://besmartfinancial.com/

Venue

Ruby River
1454 University Ave
Provo, UT 84601 United States
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Phone:
(801) 371-0648

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