Events

Savvy Social Security Planning

Social Security is far more complicated than most people realize. The decisions baby boomers make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime.

 

Questions boomers are asking include:

  • Will Social Security be there for me?
  • How much can I expect to receive?
  • When should I apply for Social Security?
  • How can I maximize my benefits?
  • Will Social Security be enough to live on in retirement?

To help baby boomers better understand the Social Security system, this workshop will cover

  • 5 factors to consider when deciding when to apply for benefits
  • When it makes sense to delay benefits -- and when it does not
  • Why you should always check your earnings record for accuracy
  • How to estimate your benefits
  • How to coordinate benefits with your spouse
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income

RSVP FOR YOU AND YOUR GUESTS BY CALLING 949-715-8585 
or e-mail to rsvp@AlignWealthAdvisors.com

(Reservations Required, Space is Limited)

When: Tuesday, February 18, 2020 - 10:00 AM
Where: Laguna Hills Council Chamber
24035 El Toro Road
Laguna Hills, CA 92653.
Host: Nicholas Yrizarry
Phone: 949-715-8585
 

Savvy Social Security Planning

Social Security is far more complicated than most people realize. The decisions baby boomers make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime.

 

Questions boomers are asking include:

  • Will Social Security be there for me?
  • How much can I expect to receive?
  • When should I apply for Social Security?
  • How can I maximize my benefits?
  • Will Social Security be enough to live on in retirement?

To help baby boomers better understand the Social Security system, this workshop will cover

  • 5 factors to consider when deciding when to apply for benefits
  • When it makes sense to delay benefits -- and when it does not
  • Why you should always check your earnings record for accuracy
  • How to estimate your benefits
  • How to coordinate benefits with your spouse
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income

RSVP FOR YOU AND YOUR GUESTS BY CALLING 949-715-8585 
or e-mail to rsvp@AlignWealthAdvisors.com

(Reservations Required, Space is Limited)

When: Tuesday, February 18, 2020 - 6:00 PM
Where: Laguna Hills Council Chamber
24035 El Toro Road
Laguna Hills, CA 92653.
Host: Nicholas Yrizarry
Phone: 949-715-8585
 

Estate Conservation

You're invited to an educational presentation that focuses on Preserving Wealth for Your Heirs

  • Discuss Principals of Estate Conservation 
  • How to Avoid Probate
  • How to Calculate the Value of your Estate
  • Discuss Strategies that could help reduce taxes

RSVP FOR YOU AND YOUR GUESTS BY CALLING 949-715-8585 
or e-mail to rsvp@AlignWealthAdvisors.com

 

(Reservations Required, Space is Limited)

When: Thursday, March 19, 2020 - 6:00 PM
Where: Laguna Hills Council Chamber
24035 El Toro Road
Laguna Hills, CA 92653
Host: Nicholas Yrizarry
Phone: 949-715-8585
 

Retirement Income

Join us for an educational workshop where we'll focus on strategies designed to help you:

  • Make the most of your retirement income streams
  • Tap into your retirement accumulations
  • Understand retirement plan distribution rules
  • Invest for stability, income, and growth potential
  • Utilize financial vehicles that could last a lifetime
  • Protect your income and assets from the unexpected
  • Prepare for a more comfortable and rewarding retirement lifestyle

RSVP FOR YOU AND YOUR GUESTS BY CALLING 949-715-8585 
or e-mail to rsvp@AlignWealthAdvisors.com

(Reservations Required, Space is Limited)

When: Thursday, April 2, 2020 - 10:00 AM
Where: Laguna Hills Council Chamber
24035 El Toro Road
Laguna Hills, CA 92653
Host: Nicholas Yrizarry
Phone: 949-715-8585
 

Retirement Income

Join us for an educational workshop where we'll focus on strategies designed to help you:

  • Make the most of your retirement income streams
  • Tap into your retirement accumulations
  • Understand retirement plan distribution rules
  • Invest for stability, income, and growth potential
  • Utilize financial vehicles that could last a lifetime
  • Protect your income and assets from the unexpected
  • Prepare for a more comfortable and rewarding retirement lifestyle

RSVP FOR YOU AND YOUR GUESTS BY CALLING 949-715-8585 
or e-mail to rsvp@AlignWealthAdvisors.com

(Reservations Required, Space is Limited)

When: Thursday, April 2, 2020 - 6:00 PM
Where: Laguna Hills Council Chamber
24035 El Toro Road
Laguna Hills, CA 92653
Host: Nicholas Yrizarry
Phone: 949-715-8585