Important Webinar For NV Baby Boomers
Maximizing Your Social Security Benefits & Surviving Market Volatility
Strategies To Maximize 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 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 for Social Security in 2022.
- 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!
WEBINAR DATES & TIMES
– Tuesday, March 22 at 6:30 p.m. PDT
– Thursday, March 24 at 6:30 p.m. PDT
REGISTRATION CLOSES IN:
This webinar combines two empowering elements:
Live instruction from knowledgeable 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 Reduce Your Benefits By Up To 57%¹
All attendees are eligible to receive a complimentary retirement snapshot analysis for your current plan for retirement income and a Social Security strategy review!
A simple, 3-step process will show you how you may be able to improve retirement success, lower your tax bill and determine when you’ll be ready for retirement.
Rick W. Cabrera
CEO / Wealth Advisor, CTS™, CES™ at VistaPro Wealth Management
Rick is driven by his desire to provide for others—his family, clients, church, and community.
He likes working with people, and his natural aptitude for numbers and processing information, as well as for solving complex problems, makes him a natural fit for the wealth management industry.
He wants to help clients make the best possible decisions for themselves when they’re managing their hard-earned money, whether they’re at the beginning of their careers or preparing for retirement.
He loves the challenge and lives by the motto, “Always do the right thing and be transparent.
Rick earned his BBA from Dowling College in Oakdale, New York, and holds his Insurance, Series 7, and Series 66 licenses. He is also a Certified Estate & Trust Specialist (CES) and a Certified Tax Specialist™ (CTS).
When he’s not at work, Rick loves to spend time with his wife and family, and to exercise, read, learn, hike, listen to music, or watch a great movie. He is also an active member of his church and is involved in music ministry.
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.