Timely Event at Hamilton East Public Library - Fishers
Maximizing Your Social Security Benefits & Surviving Market Volatility
Strategies to Help Increase Your Retirement Income
*This event was not sponsored by or affiliated with the Hamilton East Public Library system.
Event Details
Hamilton East Public Library – Fishers
5 Municipal Dr, Fishers, IN 46038
Event Options:
– Monday, July 28 at 6:00 p.m. – Wednesday, July 30 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? Join us for an informative and interactive event at Hamilton East Public Library – Fishers where we will discuss the following important topics:
- What’s new and changing for Social Security in 2025.
- 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.
- 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: 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 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 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
Tim Gerrity, OneMidwest Financial Partners
Tim, a graduate of Western Illinois University, is a seasoned professional holding his Series 6 and 63 securities licenses. His dedication to comprehensive financial expertise is highlighted by his recognition as a National Social Security Advisor (NSSA), underscoring over eight years of experience in the industry.
Specializing in retirement income planning, Tim helps ensure clients comprehend and manage the associated risks effectively. His client-centric approach involves tailoring financial strategies to align with each individual’s unique goals. Tim’s insightful guidance helps empower clients to make informed decisions about their financial future.
As a securities-licensed professional, Tim stays abreast of industry trends, providing clients with the most up-to-date advice. Passionate about informing clients on retirement intricacies, he enables them to make sound financial decisions for a stable and prosperous future.
© 2025 Your Retirement Reality | Privacy Policy
OneMidwest Financial Partners may conduct life insurance and securities business in Indiana and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. This content should not be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica Financial, OneMidwest Financial Partners, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.
Investing involves risk which includes potential loss of principal. Guarantees are subject to the claims paying ability of the issuing insurance company.
Not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services, or any other governmental agency.
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.