No-Cost Event at Wayne County Community College - Ted Scott Campus in Belleville, MI
Maximizing Your Social Security Benefits & Surviving Market Volatility
Strategies to Help Maximize Your Retirement Income
Event Details
Wayne County Community College – Ted Scott Campus
9555 Haggerty Rd, Belleville, MI 48111
Event Options:
– Tuesday, December 10 at 6:30 p.m.
Seating is limited and there is no charge to attend.
Do you have a plan to help maximize your Social Security benefits? Join us for an informative and interactive event at Wayne County Community College – Ted Scott Campus where we will discuss the following important topics:
- What’s new and changing for Social Security in 2025.¹
- Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
- The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.²
- Claiming strategies & planning techniques to help you get the most out of your Social Security benefits.
- How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
- Claiming strategies and planning techniques to help you maximize your Social Security benefits.
- How properly claiming spousal benefits may increase your lifetime Social Security income.
- How Social Security ties into your overall retirement income plan.
- Common filing mistakes and how to avoid them.
- Survivor Benefits: What they are and how they work.
- And MUCH more!
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for event confirmation purposes. Seating is limited. There is no charge to attend!
Do you have a strategy to maximize your Social Security benefits?
Don’t miss this information-packed event!
Why attend?
This interactive event combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a no-cost retirement snapshot analysis for your current strategy that will help you understand the best time to take Social Security.
Claiming Your Social Security Benefits at the Wrong Age May Reduce Your Benefits By 57%³
Social Security is one of the most valuable and least understood benefits available to retirees today. Failing to maximize your benefits could potentially leave tens of thousands of dollars on the table.
Join us for an enlightening presentation to learn about the latest strategies to help ensure you’re optimizing your Social Security strategy in conjunction with your overall retirement income and tax strategy. We’ll also talk about strategies to help protect your assets from the impact of market volatility so you don’t outlive your retirement savings.
Meet Your Host
Brian Teets, President & Founder of Safe Haven Wealth Management
Brian Teets was born and raised in Lincoln Park, Michigan, graduated from Eastern Michigan University, and later received his Master of Business Administration from Davenport University. Brian started his early career working in the educational system teaching High School business classes for 20 years. During those years, he taught personal finance and became pretty well-versed in the area of everything finance. Many family members, friends, and coworkers often asked him for information on retirement planning and making financial decisions.
Brian has taught classes through adult Financial Education Services, a nonprofit, for several years. His goal is to help those who are planning on retiring make the right sound decision. Brian’s focus has always been creating informed clients before making any financial decisions.
Brian works closely with clients to meet their goals and maximize their financial success. He takes a holistic approach to each individual’s wealth management plan, taking into consideration the client’s budget, age, values, and lifestyle. He believes in building lasting relationships with clients so they feel comfortable discussing their finances and can count on him to provide sound advice.
Wyandotte was chosen to set up Safe Haven Wealth Management with its close proximity to the expanding business environment of the area. When Brian is not at his office helping clients, he spends time with his wife and two children.
© 2024 Your Retirement Reality | Privacy Policy
¹ https://www.ssa.gov/cola/
² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
³ https://www.ssa.gov/oact/quickcalc/early_late.html
² https://www.usatoday.com/money/blueprint/retirement/healthcare-costs-in-retirement/
³ https://www.kiplinger.com/retirement/retirement-planning/outlive-your-money-in-retirement
*Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.