Complimentary Workshop at Grand Canyon Planning Associates in Scottsdale, AZ
Maximizing Your Social Security Benefits
Strategies for Maximizing Your Retirement Income
Event Details
Grand Canyon Planning Associates
9035 E Mountain View Rd, Scottsdale, AZ 85258
Event Options:
– Thursday, February 16 at 6:00 p.m.
– Saturday, February 18 at 10:00 a.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 Grand Canyon Planning Associates 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!
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.
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 Presenters
Mark Emberton | Grand Canyon Planning Associates
Presenting on Thursday, February 16
Mark Emberton is an insurance specialist with a license to conduct life insurance transactions in Arizona and California. He has Series 7 General Securities Representative and Series 63/65 Uniform Security Agent State Law registrations. Mark is also an Investment Advisor Representative. Mark primarily focuses on:
– Asset preservation
– Long-term care
– Veteran pension benefits
Mark has dedicated countless hours guiding veterans, spouses, and their families through the application process for the Aid & Attendance and Housebound pension. This tax-free pension is available through the U.S. Department of Veterans Affairs, and it helps pay for home health care, assisted living, or nursing home care.
Christopher K. Lutzel | Grand Canyon Planning Associates
Presenting on Saturday, February 18
Christopher Lutzel has worked in the financial industry for over 25 years, starting as a life insurance agent in 1990 and holds his Arizona insurance license. Since 1994, Chris has been a Registered Representative and an Investment Advisor Representative with significant wirehouses, a regional brokerage firm, and currently as an independent. He has Series 7 General Securities Representative and Series 63/65 Uniform Security Agent State Law registrations.
His primary focus is on:
– Accumulation and distribution phase of retirement planning
– Estate planning including wills, trusts, and powers of attorney
– Tax planning strategies to help reduce taxable income
Additionally, he is a Volunteer Veterans Advocate, helping veterans and their families obtain the Aid & Attendance and Housebound pension benefits. Chris is also on the Board of Directors, and Treasurer for the Arizona Elk Society, a local 501(c)3 non-profit organization to improve Arizona’s wildlife and habitat.
© 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
⁴ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/
Securities and Advisory Services offered through Creative One Securities, LLC Member FINRA/SIPC and an investment advisor. Grand Canyon Planning Associates, LLC and Creative One Securities, LLC are not affiliated.
Grand Canyon Planning Associates
9035 E Mountain View Rd
Scottsdale, AZ 85258
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.