Social Security & Retirement Planning Dinner in Huntington Beach, CA

Every investor has the Same Goal. We all want to achieve FINANCIAL INDEPENDENCE. Investors are facing many challenges as they plan for retirement:

*When should l file for Social Security?

*Do I have enough money to retire?

*Will my money last?

*Am I prepared for the next market correction?

*What happens to my retirement accounts if taxes go up?

*Will my money keep up with inflation?

This Educational Workshop Will Provide You With Much Needed Information To Help Address These Question and More!

TOPICS WE WILL DISCUSS:

SOCIAL SECURITY

• How did new Social Security Laws affect your retirement strategy?
• Why waiting to take Social Security may or may not be your best move.
• What happens if your spouse is still working?
• What if you still are or want to work part-time?
• What if you are divorced or widowed?
• How to maximize your Social Security benefits.
• How can you reduce taxes on Social Security?
• Estate Planning and how a living trust can help avoid the high cost of probate.

ESTATE PLANNING

👉 How to protect your IRAs & retirement plansx which, over time, will likely grow to become the largest assets you leave behind.

👉 How to protect your beneficiaries from losing their inheritance to lawsuits, creditors, government claims, & medical.

👉 If a living trust is the only document I need to handle my estate.

👉 Why internet, do-it-yourself and bargain-priced plans usually fail.

👉 Changes to Tax INCREASES in 2026

👉 Why a Will does not avoid costly and time consuming Probate court.

👉 If there are other advantages of revocable living trusts.

👉 How to avoid accidentally disinheriting your heirs.

MEDICARE

• Prescription Drug Plans

• How and when should I sign up for Medicare?

• What do I need to know before enrolling in a Medicare plan?

• What are Medicare parts A, B, C, and D?

• Medicare coverage, cost and the need for supplemental insurance.

• Will you have an Income Related Monthly Adjustment?

• How to use Medicare to pay for Hospital visits, doctor appointments and pay for prescription drugs

TAX REDUCTION

Securities and investment advisory services offered through Woodbury Financial Services, Inc. member FINRA/SIPC. Woodburry Financial Services, Inc. is seperately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc.

Event Venue

Buca di Beppo Italian Restaurant, 7979 Center Avenue, Huntington Beach, United States