Timely Event at Colleyville Center in Colleyville, TX
Social Security & Medicare Explained
Understanding & Maximizing Your Benefits in Retirement
*This event is not sponsored by or affiliated with the Colleyville Center.
Event Details
Colleyville Center
5301 Riverwalk Dr,
Colleyville, TX 76034
Event Options:
– Thursday, February 27 at 6:00 p.m.
Seating is limited and there is no charge to attend.
Do you have a plan to help maximize your Social Security benefits? Do you understand your Medicare options? Join us for a special seminar where we will discuss the following important Social Security and Medicare topics you need to know.
SOCIAL SECURITY
- What’s new for Social Security in 2025.¹
- Claiming strategies & planning techniques to help you get the most out of your Social Security benefits.
- Taxation of Benefits: How to help avoid paying too much in tax.
- Filing options based on marital status.
- How to take advantage of spousal benefits.
- How Social Security ties into your overall retirement income plan.
- Common filing mistakes and how to avoid them.
MEDICARE
We’ll cover any questions you may have, including:
How does Medicare work?
How do I figure out which plans my doctor accepts?
How much will my prescriptions cost for the year?
We also cover which plan options are available in your area and what each plan entails, such as:
- Medicare Part A and B
- Medicare Advantage Plans (Part C)
- Prescription Drug Plans (Part D)
- Medicare Supplement Plans (Medigap)
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!
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
Stephen Jenkins, CFP® | Strategic Portfolio Solutions, LLC
TX State License #: 1101171
For over 18 years, Steve has put his clients first. He knows one size doesn’t fit all, and he makes sure his clients’ plans make sense for their goals. He loves helping others. That dedication—and seeing a plan come together—is what keeps him coming to work day after day and year after year.
Steve earned his BFA from Southern Methodist University and is a Certified Financial Planner (CFP®). He holds his Insurance & Series 66 license. Whenever he’s not at work, he enjoys attending concerts, exercising, and spending time with his family, Mackenzie, Averie, Logan, Lake and Owen. He is a proud member of the Grapevine AMBUCS (www.grapevineambucs.org). The Grapevine Chapter of AMBUCS is comprised of business people from Grapevine and surrounding communities dedicated to inspiring mobility and independence for people with disabilities.
© 2025 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
Investment advisory services offered through Strategic Portfolio Solutions, LLC, a State of Texas-Registered Investment Advisor. Strategic Portfolio Solutions does not provide legal or tax advice. Investment Advisor Representatives of Strategic Portfolio Solutions may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Lake Tower Financial Management. Securities transactions for Strategic Portfolio Solutions clients are placed through Charles Schwab & Co., Inc.
Strategic Portfolio Solutions does not endorse any annuity or insurance products nor does it guarantee their performance. Owners of these products are subject to the terms and conditions of the policies and contracts of the issuing companies. All product guarantees depend on the insurance company’s financial strength and claims-paying ability.
This material has been prepared for informational and educational purposes only and should not be considered a solicitation for the purchase or sale of any security. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
No advice may be rendered by Strategic Portfolio Solutions, LLC unless a client service agreement is in place.
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.