No-Cost Event at Bess Dodson Walt Branch Library in Lincoln, NE

Maximizing Your Social Security Benefits & Surviving Market Volatility

Strategies to Help Maximize Your Retirement Income

*This event is not sponsored by or affiliated with the Lincoln City Libraries System.

Event Details

Bess Dodson Walt Branch Library
6701 S 14th St, 
Lincoln, NE 68512

Event Options:

– Bess Dodson Walt Branch Library on June 25 at 6:30 p.m.

Seating is limited and there is no charge to attend.

Do you have a plan to help maximize your Social Security benefits and retirement income? Join us for an informative and interactive event at the Bess Dodson Walt Branch Library where we will discuss the following important topics:

  • What’s new and changing for Social Security in 2024
  • 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 you may be able to create guaranteed income in retirement and protect your savings from market volatility.
  • 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.
  • Steps to help you reduce one of the biggest concerns of many Baby Boomers—running out of money in retirement.
  • 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.

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 & income in retirement?
Don’t miss this information-packed event!

Days
Hours
Minutes
Seconds
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 no-cost retirement snapshot analysis for your current strategy 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 Host

Dave Buchanan, Trinity Financial Group
Dave Buchanan is a wealth advisor at Trinity Financial Group with more than two decades of experience. Dave provides comprehensive financial planning as well as investment management. He holds his Series 65 Securities License and is an Ed Slott Elite Advisor. Dave is also an educator with the Financial Education Partnership, one of the largest and fastest-growing 501(c)(3) nonprofits in the country, and serves his community frequently with informational workshops on a variety of topics.

Dave served 6 years in the US Army as a communication specialist prior to graduating from the University of Nebraska with a bachelor’s in Business. After completing his education, he worked for Merrill Lynch until 2002 when he decided to go independent to better serve his clients.

Dave acts as a fiduciary and does what is in the best interests of his clients. His goal is to help inform and empower you to navigate today’s complex financial world. Dave understands that everyone’s situation is unique and has partnerships with estate planning and tax professionals to provide strategies for wealth accumulation and protection.

© 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

Investment advisory services offered through duly registered individuals on behalf [CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Trinity Financial Group are unaffiliated entities. Licensed Insurance 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.