San Diego|Local Event
Free Social Security Workshop: Maximizing Your Retirement Benefits
Event Details
Are you nearing retirement and wondering how to get the most out of your Social Security benefits? Join Caidyn Taylor for a complimentary educational workshop at the Rancho Bernardo Library on Tuesday, April 7th.
Social Security is one of the most important components of a retirement income plan, yet the rules can be incredibly complex. This session is designed to translate those federal guidelines into "plain English," giving you the clarity and confidence to make informed decisions.
Key Topics for Discussion:
- The Cost of Filing Early: How claiming at 62 versus waiting until 70 can change your lifetime benefit by hundreds of thousands of dollars.
- Spousal and Survivor Benefits: Strategies to coordinate with your spouse to maximize the household’s total income.
- Tax Efficiency: Understanding how Social Security is taxed and how to potentially keep more of your hard-earned money.
- Retirement Integration: How your benefits fit into a larger, comprehensive income strategy.
Event Details:
- Where: Rancho Bernardo Library (17110 Bernardo Center Dr)
- When: Tuesday, April 7th | 6:00 PM – 7:00 PM
- Cost: Free and open to the public.
- Note: We recommend arriving 15 minutes early to secure your seat.
Register Today: Space at the library is limited. To RSVP, please call 619-640-2622 or register online for the April 7th date.
Investment advice offered through Copia Wealth Management Advisors, Inc. CA LIC #0C71264, #0G81294. This workshop is for educational and informational purposes only.