About this Event
Maximize Your Social Security & Medicare Benefits
Navigating Social Security and Medicare can be overwhelming, but making informed decisions is key to securing your financial future. Join Wealth Advisor & Regional Director, Daniel Y. Yee, MBA, RFC®, for an insightful workshop covering:
· When can/should you start collecting Social Security benefits
· How do early retirement benefits impact taxes
· When should you apply for disability, survivors, and spousal benefits
· Strategies to get the most from your benefit
· What is the future of Social Security, possible changes, and more
· Important information about Medicare you should know
With a background in engineering and financial planning, Daniel Yee has been helping clients build strategic financial solutions since 2000.
Enjoy dinner while gaining valuable insights!
If you have any questions, please call our office at (951) 479-1064 or email us at .
Don't miss this opportunity to learn how to maximize your benefits and plan for the future.
INDEPENDENT CONTRACTOR OF MONEY CONCEPTS INTERNATIONAL, INC.
All securities through Money Concepts Capital Corp., Member FINRA/SIPC
Vision Solved Wealth Management Group is an independent firm not affiliated with Money Concepts Capital Corp.
Agenda
🕑: 06:00 PM - 06:30 PM
Dinner Reception
Host: Vision Solved Wealth Management
Info: We will welcome guests to our workshop and allow them time to grab a dinner plate before the presentation begins.
🕑: 06:30 PM - 08:00 PM
Social Security – Presentation
Host: Daniel Y. Yee, MBA, RFC®
Info: Daniel Yee will be presenting key insights and essential information you need to know about Social Security.
Event Venue & Nearby Stays
Vision Solved Wealth Management Group, 6905 Magnolia Avenue, Riverside, United States
USD 0.00












