This event is sponsored by FBEA - Federal Benefits Educational Association, a Nonprofit Organization 501 (c)(3) Corporation
Maximizing Your Social Security Benefits & Estate Planning
Strategies to Help Increase Your Retirement Income & Leave a Lasting Legacy
Event Details
Southwest Regional Library
16835 Sheridan St
Pembroke Pines, FL 33331
Event Options:
– Saturday, May 30 at 10:30 a.m.
– Monday, June 1 at 6:30 p.m.
Seating is limited. There is no charge to attend!
Do you have a plan to help maximize your Social Security benefits? Do you know how to keep your assets out of probate and leave a lasting legacy for your heirs?
You’re invited to join us at Southwest Regional Library, for an enlightening presentation that may help you better understand Social Security and estate planning strategies to help you increase your retirement income and preserve your legacy. We’ll discuss:
- What’s changing with Social Security and estate planning in 2026.
- Advantages and disadvantages of wills and trusts.
- Strategies designed to help reduce tax exposure when transferring assets to heirs.
- Claiming strategies, common mistakes to avoid and planning techniques to help you maximize your Social Security benefits.
- How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
- How to plan your estate to help ensure it passes on to your loved ones most efficiently.
- How probate works and, more importantly, strategies to help you avoid probate altogether.
- Preserving your assets against potential risks such as children’s debt, changing tax laws, divorce and disability.
- Establishing a power of attorney and why it could be important.
- Leveraging dollars for planned charitable giving.
- Developing a plan to pay for nursing home expenses if needed while in retirement.
- And much more!
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Why attend?
This presentation 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 complimentary retirement snapshot analysis for your current strategy.
67% of Americans
have no estate plan.¹
Sounds crazy, but it’s true. Despite more than 50% of Americans thinking that estate planning is at least somewhat important, only 33% have a will or living trust.¹ When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.
Meet Your Host
Gary Hyrne, M. Ed.
Gary Hyrne brings a wealth of diversified qualifications and experience to the Team as one of the leading financial planning experts. With over 40 years of teaching experience and having educated more than 25,000 individuals, Gary specializes in retirement planning, compliance training, and Social Security education, catering to individuals, company personnel, government workers, corporate entities, and non-profits. This expertise empowers them to be compliant and qualified to achieve their goals.
Gary helps employees and retirees navigate their TSP, FRS, Drop accounts, 401k’s, 403b’s, 457’s, SEP, and other benefits, providing valuable insights into their retirement planning. He assists them in making informed life choices that significantly impact their retirement years. His impressive qualifications include a Master of Education, Medicare Specialist, Retirement Planning Specialist, and expertise in Social Security Timing and Strategies. His forte lies in guiding clients towards making life choices that shape their retirement futures.
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¹ https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html
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. Investing involves risk, including possible loss of principal. We are not affiliated with any government agency. 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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.