Important Webinar for FL Baby Boomers
Maximizing Your Social Security Benefits & Surviving Market Volatility
Strategies To Help Increase Your Retirement Income
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 a special webinar to learn timely strategies to help ensure you don’t make any costly, irreversible mistakes!
Do you have a plan to help maximize your Social Security benefits? Join us for a special, live webinar where we will discuss the following important topics:
- What’s new and changing for Social Security in 2025.
- 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.
- Survivor Benefits: What they are and how they work.
- 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.
- 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!
WEBINAR DATES & TIMES
– Tuesday, May 20 at 6:30 p.m. EDT – Wednesday, May 21 at 12:00 p.m. EDT – Thursday, May 22 at 6:30 p.m. EDT
REGISTRATION CLOSES IN:
Why attend?
This webinar 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 plan for retirement income that can help you decide the best time to take Social Security benefits.
Claiming Your Social Security Benefits at the Wrong Age May Significantly Reduce Your Benefits
FEATURED PRESENTERS:
Priscila Cosentino
E.A.S.E. Planner Specialist of Xexis Private Wealth
Priscila Cosentino is a licensed Senior E.A.S.E. Planning Advisor with over a decade of experience in financial management across various sectors in Brazil and the USA, including advertising, events, and retail. She excels in integrating wealth coaching and emotional intelligence training to help clients achieve their personal and professional goals.
Pri holds degrees in Business Administration and Accounting, an MBA in Neuroscience, and is completing a Master of Science in Business Administration with a focus on Cognitive Neuroscience. Her expertise in wealth education, self-accountability, and business management provides clients with comprehensive and personalized planning strategies.
Dedicated to continuous learning, fitness, and personal development. Pri has three doggies that are her best companions: Tish, Weiße, and Pkna. She is passionate about traveling, engaging in meaningful conversations about business, art, faith, and exploring diverse cultures. Pri is fluent in English, Portuguese, German, and Spanish.
Dan Brooks, CFEd®, CLTC®
President & Founder of Xexis Private Wealth
Due to this, Dan decided to enter the financial services industry to learn how this could happen and help others avoid it. In 2004, he completed the Certified Financial Planner coursework, and in 2005, he opened a Registered Investment Advisor firm. Dan is also a Certified Financial Educator and Certified Long-Term Care advisor. He owns both a Financial Advisor firm and a Tax Planning firm based in Lake Mary, Florida.
Dan works with a registered investment advisor firm that manages over $1 billion and is one of the fastest-growing investment groups in the nation. Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Legacy Planning, and Generational Wealth.
On a personal level, his proudest accomplishment is raising his daughter as a single father. He enjoys golfing, hiking, traveling, cooking, and discovering new restaurants.
AS FEATURED ON:
Watch some of Dan’s enlightening interview clips now: https://www.xexiswealth.com/media
© 2025 Your Retirement Reality | Privacy Policy
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other.
For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
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.