Complimentary Dinner at Sherwood Forest Event Center in Windsor Heights, IA
Maximizing Your Social Security Benefits & Surviving Market Volatility
Strategies To Help Increase Your Retirement Income
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A three-course meal featuring a Mixed Green Salad, your choice of entrée between the Filet, Pan Seared Salmon and Organic Chicken Breast, followed by a dessert.
Event Details
Sherwood Forest Event Center
7400 Hickman Rd, Windsor Heights, IA 50325
Event Options:
– Wednesday, August 6 at 6:00 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
Do you have a plan to help maximize your Social Security benefits? Join us for a complimentary meal and special presentation at Sherwood Forest Event Center 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 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 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 Host
Sean Stevens, CLU,ChFC, President | Midwest Associates Wealth Management
Over Sean’s tenure, he has honed the skill of preparing for the surprises and uncertainties that the future may hold, crafting retirement strategies that are solid and resilient. With a personal commitment to aligning the ideal strategy with each individual’s unique circumstances, he helps ensure that hard-earned assets remain protected, paving the way for an ideal retirement. Sean thoroughly understands potential tax implications and actively seeks opportunities to potentially reduce or even eliminate those costs.
During his leisure time, Sean enjoys pickleball, bicycling, and traveling with Dory, his wife. He also has three children, Abby, Amanda, and Max. He also enjoys volunteering in his community specifically doing work with animal rescue and children’s charities.
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¹ https://www.ssa.gov/oact/quickcalc/early_late.html
Midwest Associates Wealth Management offers insurance products and services. Midwest Associates Wealth Management, World Equity Group, Inc. and Your Retirement Reality are unaffiliated companies. Licensed Insurance Professional.
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.