Texas | SOC Webinar | December 2022 | ARE-13178 - Your Retirement Reality Events

Important Webinar For TX Baby Boomers

Maximizing Your Social Security Benefits & Surviving Market Volatility

Strategies To Maximize Your Retirement Income

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 a special webinar to learn timely strategies to help ensure you don’t make any costly, irreversible mistakes!

Do you have a plan to help maximize your Social Security benefits? Join us for a special, live webinar where we will discuss the following important topics:

What’s new for Social Security in 2023.¹
Claiming strategies & planning techniques to help you get the most out of your Social Security benefits.
Taxation of Benefits: How to help avoid paying too much in tax.
Filing options based on marital status.
How to take advantage of spousal benefits.
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.
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.³
And MUCH more!

Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone number to ensure delivery of webinar links.

WEBINAR DATES & TIMES

– Tuesday, January 17 at 6:00 p.m. CST

– Thursday, January 19 at 6:00 p.m. CST

REGISTRATION CLOSES IN:

Days

Hours

Minutes

Seconds

Why attend?

This webinar 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 plan for retirement income that can help you decide the best time to take Social Security benefits.

Claiming Your Social Security Benefits at the Wrong Age May Reduce Your Benefits By Up To 57%²

FEATURED PRESENTER:

Richard Beidl MBA, RFC®

Founder & CEO | Matrix Private Wealth Solutions

Richard Beidl, a former Wall Street industry analyst, is an internationally recognized financial author, speaker, and retirement planner. He has been interviewed and quoted by the Wall Street Journal, American Banker, the European Management Journal, Mortgage Banking Magazine and others, and also seen in Bloomberg Business, Yahoo Finance, Investing Daily, Pro Active Investors, Wall Street Select, Market Watch, and others. He is the co-author of Retire Abundantly, and the creator of the Create Your Abundant Life planning process, Richard has been interviewed multiple times, including by business icon Kevin Harrington, an original Shark on ABC’s Shark Tank.

Richard has shared his expertise through more than 60 major industry research papers, numerous articles, a monthly column, and more than 150 presentations and speeches as a featured or keynote speaker at financial services conferences in the U.S., Latin America, and Europe for the last 20-plus years. Richard has also shared his financial wisdom and insights through his ongoing public seminar series, Reducing Income and Estate Taxes on your IRA and 401(k).

His dedication to helping others succeed financially has led to a loyal, growing clientele and business. Richard graduated from the Massachusetts Institute of Technology (MIT) with a master’s in business administration and a Certificate in Financial Engineering. He graduated Summa Cum Laude from the University of Massachusetts with a bachelor’s in management and concentrations in finance and mathematics. He holds the professional designation of Registered Financial Consultant (RFC®).

It doesn’t take long to see why people have confidence in Richard when it comes to retirement planning. He is a warm and passionate communicator, and a gifted and prolific writer and speaker, showing them how they can leave a legacy of not just their money, but also of their values, and significant influence in their community.

Richard has been married to his wonderful wife, Andrea, for 40-plus years. Their daughter, Julie, has followed her passion and is now pursuing her Doctorate in Social Work at NYU.

¹ https://www.ssa.gov/cola/

² https://www.ssa.gov/oact/quickcalc/early_late.html

³ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html

⁴ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/

Matrix Private Wealth Solutions is a registered investment adviser in the state of Texas.

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.