Complimentary Workshop in Holladay, UT

Maximizing Your Social Security Benefits & Surviving Market Volatility

Strategies To Maximize Your Retirement Income

Event Details

Holladay Library
2150 E Murray Holladay Rd, Holladay, UT 84117

Event Options:

– Tuesday, June 27 at 6:00 p.m.

– Thursday, June 29 at 6:00 p.m.

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Seating is limited. Nothing will be sold and there is no charge to attend!

Claiming your Social Security benefits at the wrong age may reduce your benefits by 57%³… Do you have a plan to help maximize your Social Security benefits? Join us for a special workshop at Holladay Library where we will discuss the following important topics:

  • What’s new for Social Security and what may be changing in 2023.¹
  • 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 workshop confirmation purposes. Seating is limited. Nothing will be sold and there is no charge to attend!

Do you have a strategy to maximize your Social Security benefits?

Don’t miss this information-packed event!

Days
Hours
Minutes
Seconds
Why attend?

This workshop combines two empowering elements:

Professional Insight

Live instruction from knowledgeable 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.

Meet Your Host

Trevor Phibbs, Founder & CEO of Phibbs Financial
My name is Trevor Phibbs, and I’m the founder of Phibbs Financial, a full-service retirement planning firm acting with fiduciary standards. Our clients worked and sacrificed for years to get the opportunity to retire. Our job is helping them obtain financial freedom to enjoy the things that are most important to them; to encourage them to live their lives to fullest knowing we’ll be there for them. We combine both growth and safe money strategies alongside tax minimization planning, healthcare planning, and legacy planning so you can take a deep breath, relax, and enjoy life knowing your retirement is protected no matter what life has in store.
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© 2023 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 Phibbs Financial Services LLC (“Phibbs Financial”), a registered investment advisor in the state of Utah and other jurisdictions where exempted. Insurance products and services offered and sold separately through Phibbs Insurance Services LLC in all appropriate jurisdictions. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.