REPlanner: The Strategic Role of Social Security in Your Financial Plan
Schedule
Thu Jan 23 2025 at 06:00 pm to 07:00 pm
UTC-08:00Location
740 W Alluvial Ave #102 | Fresno, CA
About this Event
Description:
Learn how the latest updates to Social Security laws can enhance your financial planning. This seminar will explore key changes, including adjustments to spousal benefits and proven strategies to optimize Social Security income. Whether preparing for retirement, planning for the future, or supporting parents with their financial journey, this session provides practical insights tailored for individuals and families alike.
Who Would Benefit:
This seminar is ideal for individuals approaching retirement, couples seeking to optimize their spousal Social Security benefits, and retirees with pensions from non-covered employment, such as educators, public sector employees, and municipal workers. Recent changes to Social Security laws may significantly impact these groups, making it essential to understand how to maximize benefits. Financial advisors and professionals looking to stay informed on these strategies may also find this session valuable.
Event Details:
Date: Thursday 01/23/25
Time: 6pm - 7pm
Location: 740 W Alluvial Ave #102, Fresno CA 93711
About the Speakers:
Bryan Martin has been helping people with life transitions since 1981. Now a Senior, he finds plenty of opportunities to help other Seniors plan for their future and legacy. He provides planning for Seniors' personal residences and investment properties. Whether your goal is deferring taxes, avoiding family disputes about wealth distribution, blessing heirs with legacy gifts before your death, downsizing, or funding Senior living options, Bryan has the tools and resources to help and give you peace of mind. Bryan is a Real Estate Broker (DRE # 01710197) and Co-Owner of Keller Williams Realty Fresno (DRE 01864461). Real estate planning can benefit you and your heirs for generations.
Wade Wallace is a Senior Advisor at Regency Investment Advisors®. Wade specializes in financial planning projects, creating comprehensive reports, and presenting tailored strategies to clients. His expertise helps individuals and families navigate Social Security regulations and plan effectively for retirement.
Ryan Barnes is an Associate Advisor at Regency Investment Advisors®. With a strong background in finance and wealth management, Ryan focuses on providing comprehensive financial guidance. His in-depth knowledge of Social Security regulations and investment opportunities makes him a valuable resource for individuals preparing for retirement or managing their wealth.
About Regency Investment Advisors:
Regency Investment Advisors, based in Fresno, CA, has been helping individuals and families achieve financial clarity and security since 1993. The firm specializes in personalized investment strategies, retirement planning, and Social Security optimization, offering trusted guidance for long-term success.
Where is it happening?
740 W Alluvial Ave #102, 740 West Alluvial Avenue, Fresno, United StatesEvent Location & Nearby Stays:
USD 0.00
