(928)582-7661
Liberty Community Plaza 14181 Telegraph Rd, Whittier, CA 90604
Do you know the exact date you will claim your Social Security benefits? With over 531 claiming options, a precise strategy for when and how to claim your Social Security benefits could prevent you and your family from needlessly losing thousands of dollars. A successful retirement plan all starts with wisely managing your Social Security income.
We help our clients build their retirement income plans and watch them retire successfully from the effort.
Who is this event for? Retirees or soon be be retirees (approximate age 55 to 70).
What if I'm interested, but can't attend? Click the button and select the option "Inform me of a future date".
Thursday, November 13th, 6:00 PM - or - Saturday, November 15th, 10:00 AM
Liberty Community Plaza 14181 Telegraph Rd Whittier, CA 90604 View Map and Directions
Veronica Aguilera Wealth Advisor Learn More
Wise Women Prosper Ph: (928)582-7661 Em: veronica@wwprosper.com
Maximizing Social Security: What You Need to Know to Help Get the Most Out of Your Benefit at Liberty Community Plaza 14181 Telegraph Rd, Whittier, CA 90604
The presentation is provided for general information and educational purposes based upon publicly available information from sources believed to be reliable. The real life case scenarios presented should not be deemed a representation of past or guarantee future results. To the extent that this information concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstance. No products will be sold at the event and there is no obligation to make a follow-up appointment. This event is neither sponsored nor endorsed by the Liberty Community Plaza. Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser and WealthWorks Financial Strategies, LLC dba Wise Women Prosper. The views, statements and opinions expressed herein are those of the individual speakers and not necessarily of Foundations or their affiliates to includeWealthWorks Financial Strategies, LLC dba Wise Women Prosper. The content provided is for educational purposes only. No investment, legal or tax advice is provided. Always consult with a professional. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. This is not endorsed or affiliated with the Social Security Administration or any U.S. government agency.
Wise Women Prosper , Ph: (928)582-7661Em: veronica@wwprosper.comhttps://www.wwprosper.com/