5 Critical Social Security Topics to Maximize Your Benefits (1/29)

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

Event Details

Come learn about the recent changes to Social Security and the best options to maximize your Social Security benefits. Get the most out of your Social Security!

  • The Social Security Do-Over – A little known strategy for reapplying for your Social Security benefits to
    ensure you get the max benefits allowed.
  • Congressional Rule Changes – What changes to Social Security have been signed into law and how do these
    new rules impact the benefits you receive?
  • Social Security Taxation – Strategies to minimize the amount you are taxed on your Social Security benefits.
  • Spousal Benefits – How to navigate the many claiming strategies that will work best for you and your spouse.
  • When Can I Retire – How to coordinate Social Security with your other sources of retirement income.

All workshop attendees will receive a free, no-obligation, personalized Social Security benefits analysis.

——–

Investment advice is offered through Bayntree Wealth Advisors, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC.

Bayntree Wealth Advisors does not provide specific legal or tax advice. Please consult with your tax advisor or legal professional for guidance with your individual situation.

Venue

Scottsdale Mustang Library
10101 N. 90th St., Scottsdale, AZ 85258

Date

Monday - January 29th, 2018

Time

6:00 p.m. to 7:00 p.m.

Map

Register For Our Event

  • This field is for validation purposes and should be left unchanged.
close all
Free Evaluation
Sign up for a free assessment with a Bayntree financial planner today! Submit the form below or call us directly at 888.255.3200.
close all
Risk Number
Find out what your risk number is today! Submit the form below or call us directly at 888.255.3200.
close all
close all
Ask Bayntree
Bayntree Wealth Advisors is dedicated to helping you reach your financial goals. Ask us your financial, income or investment questions.
Schedule a Meeting