No-Cost Dinner Presentation at Heirloom in Spartanburg, SC

Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy

Strategies To Maximize Your Income & Reduce Your Taxation in Retirement

Steak Diane and Herb Grilled Chicken with Lemon Cream Sauce.

Event Details

805 Spartan Blvd
Spartanburg, SC 29301

Date & Time:

– Tuesday, June 4 at 6:30 p.m.

*This event is for first-time attendees only. Seating is limited. A no-cost meal will be served. There is no charge to attend!

Event Details

Steak Diane and Herb Grilled Chicken with Lemon Cream Sauce.

805 Spartan Blvd
Spartanburg, SC 29301

Date & Time:

– Tuesday, June 4 at 6:30 p.m.

*This event is for first-time attendees only. Seating is limited. A no-cost meal will be served. There is no charge to attend!

Do you have a plan to help maximize your Social Security benefits and minimize your taxes? Social Security may be your largest source of income in retirement while taxes may be your largest expense. Not properly planning for both can lead to less income in retirement.


Join us for a no-cost meal and special presentation at Heirloom 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 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 seminar confirmation purposes. Seating is limited. 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 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 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

David Treece | Financial Advisor & Founder of Clients Excel
David C. Treece began his career in the financial services industry in 2011, working as an assistant at two other firms. He then became a financial advisor. He has passed the Series 65 securities exam, and he is health and life insurance licensed in Georgia, South Carolina, and North Carolina. David’s financial advisory firm focuses on retirement income planning.

David founded Clients Excel in 2018. David launched the firm because he has a desire for his clients to have a second to none experience when it comes to their financial planning for retirement. David relentlessly strives to help people prepare for retirement so that his clients may avoid pitfalls that stand between them and a successful retirement.

The bedrock of David’s ethos is treating others as he would want to be treated. David works tirelessly to continually bring pertinent content to our clients and friends through our weekly newsletter that reaches over a thousand subscribers. If you’d like to receive his complimentary newsletter email [email protected]. Through the newsletter, David brings informative content that may aid you in preparing for retirement. Through his financial planning work, David’s hope is that his clients are empowered to have a confident financial future.

David and his wife, Mallory, have two young daughters named Amelia and Ansley and a rescue dog named Oscar. David and his family are active in their church in Spartanburg. He has also been a volunteer mentor with JumpStart, which is a ministry for people who have been recently released from prison.

© 2024 Your Retirement Reality | Privacy Policy





Insurance products are offered through the insurance business Clients Excel. Advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. Clients Excel and CreativeOne Wealth are not affiliated companies.

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 a discussion of life insurance and annuities or a possible advisory relationship. Licensed Insurance Professional.  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. 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. For more information, please consult a local Social Security Administration office, or visit