San Diego|Local Event
Maximizing Social Security – Complimentary Educational Workshop
Are you curious about how to get the most out of your Social Security benefits? Join Caidyn Taylor for an insightful educational workshop designed to demystify the complexities of retirement planning.
With a passion for financial literacy, Caidyn specializes in making intricate topics easy to navigate. During this session, you will explore the "ins and outs" of Social Security planning, including:
- Timing Strategies: When is the best age for you to start collecting?
- Benefit Optimization: How to maximize your monthly payments.
- Retirement Integration: Understanding how Social Security fits into your broader financial landscape.
This workshop is complimentary and open to the public. Whether you are nearing retirement or just starting to plan, this session aims to provide the clarity and confidence needed to make informed decisions about your future.
How to Attend
- Cost: Free
- Registration: Recommended (Please contact 619-640-2622 for more information)
- Location: College-Rolando Branch Library Community Room
About the Presenter
Presented by Copia Wealth Management & Insurance Services. Based in San Diego, the team focuses on fiduciary-based financial education to help residents change the trajectory of their financial lives.
Can’t make it? Be sure to check back for more upcoming workshops in 2026 or schedule a complimentary consultation to discuss your specific needs.
CA LIC #0C71264, #0G81294
Investment advice offered through Copia Wealth Management Advisors, Inc., a registered investment advisor. This workshop is for educational purposes only.