Coffee Talk: Strategies to Optimize Your Social Security Benefits

☕ Coffee Talk: Strategies to Optimize Your Social Security Benefits
Hosted by Fullerton Financial Planning

Join us for a relaxed and informative Coffee Talk designed to help you get the most from your Social Security benefits. Matthew Zuccaro, MS, CFP®, CWS®, Sr. Wealth Strategist, will walk you through key strategies and answer common questions around timing, taxes, and planning.

Event Details:
🗓 Date: Thursday, September 10th, 2026
🕙 Time: 10:00 AM – 11:00 AM
📍 Location: Fullerton Financial Planning – Peoria Office
14155 N 83rd Ave, Suite 144, Peoria, AZ

What You’ll Learn:
☑️ When and how to claim for maximum benefit
☑️ How work and taxes impact your income
☑️ Spousal and survivor strategies
☑️ How Social Security fits into your full retirement plan

Enjoy coffee, light refreshments, and a helpful conversation—right here at our Peoria office.

Space is limited—RSVP today!