Complimentary Event at Wallingford Park & Rec in Wallingford, CT
Maximizing Your Social Security Benefits & Surviving Market Volatility
Strategies to Help Maximize Your Retirement Income
Event Details
Wallingford Park & Rec
6 Fairfield Blvd, Wallingford, CT 06492
Event Options:
– Wallingford Park & Rec on Tuesday, March 19 at 6:00 p.m.
Seating is limited and there is no charge to attend.
Do you have a plan to help maximize your Social Security benefits? Join us for an informative and interactive event at Wallingford Park & Rec where we will discuss the following important topics:
- What’s new and changing for Social Security in 2024.¹
- 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 event 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 interactive event 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 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 Host
Steven Smith, Founder, Smith Gillis Financial, LLC
Steve has extensive experience in a number of businesses over four decades. His experiences provided a solid foundation for helping clients to optimize income planning and reach their retirement goals. He committed over 11 years ago to focus on individuals who need to make business decisions regarding their personal lives. To that end he has furthered his education in retirement income planning and Medicare options that help to ensure that his clients meet their objectives just as efficiently as any business might.
In his second decade of customer service Steve has helped hundreds of clients find the best possible ways to meet their financial objectives especially where it concerns decisions with claiming strategies for Social Security, Medicare and Retirement Income Planning. As a Certified Financial Fiduciary, Steve always does what is in the best interest of his clients without consideration to any companies, products, or services. “Success is when the client makes the right decision for them”.
A large focus has been on the seemingly complex strategies for retirement income planning and he has been helping people in that field for COFE (Council of Financial Educators) pro bono in numerous settings; including libraries where the focus is on providing a general understanding of Social Security. To that end he has committed to continuous education in both areas so others may understand their options and help ensure they receive the most benefit from the options they choose.
Steve and his wife Lynn have been married over 40 years, lived in Wallingford, CT most of that time and raised three children and are now grandparents.
© 2024 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
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. 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 www.ssa.gov.