Complimentary Event at Southeast Regional Library in Gilbert, AZ
Maximizing Your Social Security Benefits & Surviving Market Volatility
Strategies to Help Maximize Your Retirement Income
* This event is neither sponsored nor endorsed by Southeast Regional Library
Event Details
Southeast Regional Library
775 N Greenfield Rd, Gilbert, AZ 85234
Event Options:
– Southeast Regional Library on Thursday, January 25 at 5:30 p.m. – Southeast Regional Library on Tuesday, January 30 at 5:30 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 Southeast Regional Library where we will discuss the following important topics:
- What’s new and changing for Social Security in 2024.¹
- 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.
- Little-known 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 complimentary retirement snapshot analysis for your current plan 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 Hosts
Michael Eberhardt | Lifetime Solutions - Retirement Right
Michael J. Eberhardt is a nationally recognized speaker, educator, and a valued member of “Adult Financial Education Services” (AFES), a distinguished not-for-profit organization.
As the managing member of Lifetime Solutions, LLC, Michael focuses on social security, legacy planning, and income planning. Arizona-licensed since 1996, he provides expertise in Legacy Planning, Retirement Income Planning, Asset Protection, and Retirement Financial Awareness, leveraging over thirty years of continuous education and extensive business experience. His personalized retirement services have proven beneficial to numerous clients nationwide, enriching their financial literacy and offering stable retirement, legacy and income protection strategies.
Michael’s contributions extend beyond personalized retirement services. He previously hosted “The Big Mike Radio Show” on News Talk radio KFNX-AM in Phoenix, where he addressed listener questions and provided on-air strategies with esteemed attorneys, financial experts, and tax professionals as guest hosts. It’s important to note that Michael does not engage in the sale or provision of securities, aligning his focus with risk-free retirement strategies.
Arizona License #44257
National License #2186166.
Meet Your Hosts
Michael J. Eberhardt Jr. | Lifetime Solutions - Retirement Right
Michael J. Eberhardt Jr. is an experienced professional with a vital workplace, retirement analytics, and financial planning background. He honed his expertise at the W.P. Carey School of Business at Arizona State University. Since 2005, Michael has been an Arizona insurance licensed professional in workplace and retirement analytics and income planning.
In addition to his insurance licensure, Michael has a distinguished career, where he holds a full-time position in workplace analysis. His comprehensive understanding of retirement income planning and analytics has allowed him to provide valuable assistance to Michael Sr., leveraging his expertise to benefit their clients.
Michael’s unwavering commitment to providing top-notch service helps ensure that he consistently exceeds expectations to offer his clients the dedicated guidance and support. In the insurance and retirement income planning sector, his dedication sets him apart as he continuously aims to deliver personalized strategies, that meet and surpass his clients’ needs.
Arizona License # 210772
National Producer # 8612260
© 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
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. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not 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. 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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.