Educational Event: Social Security Timing is Everything (6/18)

Please note that all events are on hold indefinitely to help ensure the health and safety of our clients and guests.

Event Details

Deciding when you will start taking Social Security benefits may be the most important decision of your retirement. Your choice can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. You owe it to yourself to understand your options and make an informed decision.

Come and learn more at this educational event hosted by Andrew Rafal, President and Founder of Bayntree Wealth Advisors in Scottsdale. This informative seminar covers the basics of Social Security and reveals the latest strategies for maximizing your Social Security benefits.

Topics to be discussed:

  • The difference between the best and worst possible decision of when to elect Social Security can be well over $100,000!
  • Factors to consider before you decide when to apply for benefits, and how to determine the best choice for your situation.
  • When it makes sense to delay benefits – and when it does not.
  • Why the Social Security office most likely won’t recommend the best option for maximizing your lifetime benefit.
  • How to coordinate Social Security with your other sources of retirement income.

Decisions regarding Social Security can be complex, and mistakes can literally cost you thousands over a lifetime. This is an excellent opportunity for you to get a better understanding of the choices that are out there, and get all of your questions answered.

There is no cost or obligation, and nothing will be sold. The information contained at the workshop is for educational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal or investment advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information provided at the workshop.

Bayntree Wealth Advisors is not affiliated with the U.S. government or any governmental agency, including the Social Security Administration.


Seasons 52
2502 E. Camelback Rd., Phoenix, AZ 85016


Tuesday - June 18th, 2019


6:00 p.m. to 7:00 p.m., dinner to follow


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