Maximizing Social Security - In-Person Workshop @ FUMC San Diego

What You Need to Know to Help Get the Most Out of Your Benefit
About this Event

Maximizing Social Security: Make Informed Decisions About Your Retirement Income

Social Security plays a critical role in retirement planning. In fact, for many Americans, it represents one of the largest sources of retirement income. However, the rules are complex, and the timing of your decision can permanently affect your lifetime benefits.

Should you claim at 62, wait until full retirement age, or delay until 70?
How do spousal and survivor benefits work?
How does Social Security coordinate with pensions, retirement accounts, and other income sources?

Advanced planning and informed decision-making can make a meaningful difference.

In this free in-person educational class, we will cover:

• How Social Security benefits are calculated
• How claiming age impacts monthly and lifetime income
• The role of spousal and survivor benefits
• How Social Security helps address longevity and inflation concerns
• How benefits coordinate with other retirement income sources
• Key claiming considerations before filing

Whether you are single, married, divorced, or widowed, this session is designed to provide clear, practical education so you can better understand your options and make informed decisions.

This is an educational presentation — NOT a sales event. There is no cost to attend, and the session is open to the public.

Attendees will have the opportunity to address questions during and after the presenation.

Reserve your seat today!

Caidyn Taylor

Junior Advisor, CA LIC #4227953

On Behalf of Elisabeth Dawson
CA LIC #0C72164, #0G81294

P: (619) 640-2622 | F: (619) 640-2600
W: www.copiawm.com
E: [email protected]
A: 2333 Camino Del Rio South, Suite 240, San Diego, CA 92108

The Greatest Compliment You Can Give Us is the Introduction to a Loved One or a Friend.

Investment advice offered through Copia Wealth Management Advisors, Inc. Copia Wealth Management Advisors, Inc. is a registered investment advisor.

Agenda

🕑: 05:30 PM - 06:00 PM
Check In
Host: Caidyn Taylor
🕑: 06:00 PM - 06:10 PM
Opening and Introduction to Host: Caidyn Taylor
Host: Caidyn Taylor
🕑: 06:10 PM - 07:00 PM
Maximizing Social Security Presentation
Host: Caidyn Taylor
🕑: 07:00 PM - 07:30 PM
Q & A Session + Personalized Analysis Booking Time
Host: Caidyn Taylor