Timely Event at Webster Groves Recreation Complex in Webster Groves, MO
Maximizing Your Social Security Benefits & Surviving Market Volatility
Strategies to Help Increase Your Retirement Income
Event Details
Webster Groves Recreation Complex
33 E Glendale Rd, Webster Groves, MO 63119
Event Options:
– Wednesday, April 23 at 10:30 a.m. – Thursday, April 24 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 Webster Groves Recreation Complex where we will discuss the following important topics:
- What’s new and changing for Social Security in 2025.
- 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.
- 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.
- 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: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. 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 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 no-cost 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 Significantly Reduce Your Benefits¹
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 Hosts
Jason Williams, President & Founder, Retirement By Design
Jason Williams is the principal and founder of Retirement By Design, a wholly-owned subsidiary of E-Cover Me, where he and his agents prioritize helping their clients achieve financial stability. As Senior Benefits Advocates, they take a holistic approach to effective distribution planning through appropriate risk management.
Formally trained in retirement planning and business continuation, Jason’s expertise lies in understanding, informing, and helping find strategies for his clients’ issues based on their age, risk tolerance, and long-term financial goals. Specializing in the senior market helps Jason to focus specifically on tax-preferred asset preservation for his clients.
Jason puts his clients’ best interests first to achieve maximum retirement income while controlling risk and providing confidence and financial stability. His focus on building a culture of accountability, integrity, communication, and successful planning are time-tested cornerstones of his practice.
Jason lives in Maryland Heights, Missouri, with his 16-year-old son Jackson. In their free time, they enjoy volunteering at animal shelters, traveling across the country to experience nature and their favorite beaches, and finding recipes from all over the world to make together for their family dinners.
Charlotte Fraser, VP, Retirement By Design
Starting in the insurance and financial industry in 1992, Charlotte Fraser has spent the last three decades of her career helping her clients by utilizing asset preservation and accumulation techniques to help reduce their financial risk. Her focus is on long-term care, life insurance, annuities, and Medicare.
Charlotte’s approach to working with clients on their financial futures in retirement is focused on informing and direction. She enjoys helping to reduce and even potentially eliminate taxes on their Social Security, while still preserving what they have saved throughout their working life. Charlotte’s goal is to always help her clients utilize strategies that receive the highest possible return on their money, while also helping ensure it lasts through retirement and is safely passed on to heirs, churches, or charities.
© 2025 Your Retirement Reality | Privacy Policy
¹ https://www.ssa.gov/oact/quickcalc/early_late.html
Licensed Insurance Professional. Retirement By Design and Your Retirement Reality are unaffiliated companies.
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.
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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific 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.