Events

Savvy Social Security Planning Webinar

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  BY CALLING 949-715-8585 or e-mail to rsvp@AlignWealthAdvisors.com

When: Thursday, June 4, 2020 - 6:00 PM
Where: Meet us online! E-mail us at RSVP@AlignWealthAdvisors.com for the link!
Host: Nicholas Yrizarry
Phone: 949-715-8585
 

Client Appreciation Picnic POSTPONED

 

Due to COVID-19 our Client Appreciation Picnic at the International Country Club has been postponed. Please stay-tuned for more updates.

 

When: Sunday, June 7, 2020 - 12:00 PM
Where: International Country Club
13200 Lee Jackson Memorial Highway
Fairfax, VA 22033
Host: Nicholas Yrizarry
Phone: 949-715-8585
 

Savvy Social Security Planning Webinar

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  BY CALLING 949-715-8585 or e-mail to rsvp@AlignWealthAdvisors.com

When: Tuesday, June 9, 2020 - 6:00 PM
Where: Meet us online! E-mail us at RSVP@AlignWealthAdvisors.com for the link!
Host: Nicholas Yrizarry
Phone: 949-715-8585