Park City, UT | Social Security Workshop | April 2022 | ARE-11643

Presents:

Maximizing Your Social Security Benefits & Surviving Market Volatility

Strategies To Maximize Your Income In Retirement

You and a guest are cordially invited to join us for a special presentation and workshop at the Park City Library on Thursday, April 7 or Tuesday, April 12 at 6:00 p.m. Seating will be limited. Sign up below to guarantee your seats!

Do you have a plan to help maximize your Social Security benefits and income in retirement? Join your host, Lahn Simmons, for this complimentary workshop at Park City Library where we will discuss the following important topics for those in or approaching retirement:

What’s new for Social Security and what may be changing in 2022 and beyond.
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 strategies you can take to help protect your assets.
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.

Event Details

This workshop will take place in Room 201.

Dates: Tuesday, April 7, 2022 or Thursday, April 12, 2022

Time: 6:00 p.m. to 7:00 p.m.

Venue: Park City Library

Address: 1255 Park Ave, Park City, UT 84060

Seating is limited and these workshops are very popular.
Register today to guarantee your seat(s)!

This Complimentary Presentation Will Show You:

How to maximize your Social Security income & take advantage of spousal benefits.

Important changes to Social Security rules and how they affect your filing options.

Registration closes in:

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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. 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.

FEATURED PRESENTER

Lahn Simmons, Trek Financial, LLC

Lahn has been advising people on a variety of financial topics since 1991. In 1999 he earned the designation of Chartered Retirement Planning Counselor (CRPC) from The College for Financial Planning in Denver, Colorado. Shortly thereafter he began teaching workshops focused on maximizing retirement income and optimizing Social Security benefits. Lahn has built a successful practice predicated on always acting in the best interest of his clients and delivering to them the most current and meaningful financial advice.

Lahn married Kristy in 1990 and they have four children—Kelsey, Preston, Paige, and Christian. He earned a B.A. in English from Brigham Young University. His hobbies include golf, snowmobiling, skiing, boating, cycling, yoga, and lifting weights.

¹ https://www.ssa.gov/oact/quickcalc/early_late.html

Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.

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.