Social Security & Retirement Planning Seminar | Irvine,CA

Irvine Locals, don't leave your future to chance. The decisions you make before claiming Social Security can impact your retirement for decades. Learn strategies from experienced professionals before you file.

Choose the session that works best for you:

📅 Wednesday, July 22 | 6:00 PM
📅 Thursday, July 23 | 12:30 PM

📍 20 Executive Park, Suite 190, Irvine, CA 92614
Located near John Wayne Airport.

If you're close to retirement, already retired, or helping a loved one make retirement decisions, this educational seminar is designed to help you better understand your options.

• Changes to the 500+ Social Security filing strategies
• Understand when you should consider claiming early vs claiming later.
• Maximize your social security benefits with the do-over approach you should know about
• How to claim benefits from former and/or deceased spouses
• Taking generic Social Security advice could cost you thousands of dollars in lost benefits
• How will the SECURE Act Legislation impact your retirement
• How the new administration could alter your retirement plan
• What to do if you have other income from pensions or IRAs

Ideal for individuals and couples looking to make more informed retirement decisions.