Timely Event at Lakewood Ranch Library in Bradenton, FL
Maximizing Social Security Benefits & Minimizing Taxes
Strategies to Help Increase Your Income and Reduce Taxation in Retirement
Event Details
Lakewood Ranch Library
16410 Rangeland Pkwy, Bradenton, FL 34211
Event Options:
– Thursday, February 26 at 6:00 p.m. – Tuesday, March 3 at 6:00 p.m.
Seating is limited. There is no charge to attend!
Do you have a plan to help maximize your Social Security benefits and minimize your taxes? Social Security may be one of the largest sources of income in retirement while taxes may be one of the largest expenses. Not properly planning for both can lead to less income in retirement. Join us for a special event at Lakewood Ranch Library where we will discuss the following important topics:
- What’s new and changing for Social Security and taxes in 2026.
- The changing financial landscape for those approaching retirement.
- The impact that proposed changes to tax laws, market volatility, high interest rates and rising inflation may have on your retirement income.
- Why taxes can be one of your biggest retirement expenses without a proper plan in place.
- Immediate, actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
- How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
- Claiming strategies, common mistakes to avoid and planning techniques to help you maximize your Social Security benefits.
- How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
- Planning for longevity, inflation, and future tax increases to ensure you won’t OUTLIVE your money in retirement.
- And MUCH more!
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar 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 presentation 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 Significantly Reduce Your Benefits
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
Adam Smith, Managing Partner | Private Financial Counsel
Adam started his independent practice in 2006. He serves clients nationally. Early in his career, he passed the Series 6, Series 7, Series 63, Series 65, and Series 24 securities licensing exams. Adam is currently life and health insurance licensed in many states and has previously achieved the Accredited Investment Fiduciary (AIF) designation, as well as the Chartered Federal Employee Benefits Consultant (ChFEBC) designation.
Originally from the mid-west, Adam has lived in Florida with his wife of twenty-four years and his four children since 2003. A graduate of Indiana University’s Kelly School of Business, with a degree in finance and economics, Adam often points out that what he does for clients has been learned through experience, not classwork. An avid fisherman, SCUBA diver, alpine skier, college sports enthusiast, and wine aficionado, when Adam is not working to serve clients, his first love is for his family.
© 2026 Your Retirement Reality | Privacy Policy
Florida State License #: E118453 | Private Financial Counsel, LLC and Your Retirement Reality are unaffiliated companies.
Adam Smith and Private Financial Counsel do not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
Any References To Protection Benefits Or Steady And Reliable Income Streams On This Website Refer Only To Fixed Insurance Products. They Do Not Refer, In Any Way, To Securities Or Investment Advisory Products. Annuity Guarantees Are Backed By The Financial Strength And Claims-Paying Ability Of The Issuing Insurance Company. Annuities Are Insurance Products That May Be Subject To Fees, Surrender Charges And Holding Periods Which Vary By Insurance Company. Annuities Are Not FDIC Insured.
None Of The Information Contained On This Website Shall Constitute An Offer To Sell Or Solicit Any Offer To Buy A Security Or Any Insurance Product.
Private Financial Counsel, LLC and Federal Retirement Advocates is not employed by, affiliated with or endorsed by the United States Federal Government and do not represent the United States Federal Government.
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.