Complimentary Workshop at Indian Trail Town Hall in Indian Trail, NC
Maximizing Your Social Security Benefits
Parking is available directly in front of the Town Hall and on both sides of the building.
Indian Trail Town Hall
315 Matthews-Indian Trail Rd, Indian Trail, NC 28079
– Indian Trail on May 17 at 6:15 p.m.
– Indian Trail on May 17 at 6:15 p.m.
Seating is limited. Nothing will be sold and there is no charge to attend!
Do you have a plan to help maximize your Social Security benefits? Join us for a special workshop at Indian Trail Town Hall where we will discuss the following important topics:
- What’s new for Social Security and what may be changing in 2022.
- 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.
- 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!
Do you have a strategy to maximize your Social Security benefits?
Don’t miss this information-packed event!
This workshop combines two empowering elements:
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.
Claiming Your Social Security Benefits at the Wrong Age May Reduce Your Benefits By 57%¹
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.
Meet Your Host
Austin Powell, CFP®, NSSA®, Blue Financial
Austin Powell, CFP®, NSSA® is a Partner at Blue Financial. He obtained a bachelor’s degree in business administration with a financial concentration from North Carolina State University where he was also an All-ACC tennis player. After moving to the Queen City from Raleigh, Austin has become a loyal fan to the Hornets and Carolina Panthers while also enjoying golfing, aviation, and adventuring with his dog Holly.
Austin has earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification in addition to being a National Social Security Advisor (NSSA®). As a National Social Security Advisor, Austin regularly speaks at events across North & South Carolina to increase awareness of benefit strategies available to retirees.
5970 Fairview Road, Suite 712
Charlotte, NC 28210
Advisory services offered through J.W. Cole Advisors, Inc. J.W. Cole Advisors, Inc. & Blue Financial are unaffiliated entities. Licensed Insurance Professional. The presenter, speaker and sponsor of this workshop as well as the information presented at the workshop is not related to, endorsed by, nor connected with and not approved by any government agency or organization. For information regarding your Social Security benefits, you are encouraged to speak to your local Social Security Administration office or visit the Social Security Administration at www.ssa.gov. This workshop is not intended to provide any specific legal or tax advice.
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.