Events

Upcoming Events


Social Security Forum

Did you know that 73 percent of retirees (YES, THAT’S 73 PERCENT) leave thousands of dollars in Social Security benefits … on the table? It’s true!

In fact, $10 billion in Social Security benefits go unclaimed every single year!

Discover exactly how and when to wring every nickel out of your benefits at this Social Security Forum.

It’s important to have a good understanding of these issues:

  • How working could affect your benefits and their taxability.
  • How married couples can coordinate benefits to help enhance spousal and survivor benefits.
  • Claiming a spousal benefit while earning delayed retirement credits.
  • The effect of remarriage on survivor benefits for widowed and divorced spouses.
  • How claiming early worker benefits could lower your spousal benefit at full retirement age.
  • Can you fix your Social Security election if you made a mistake?
  • How the “file and suspend,” “do over” and “start, stop, restart” strategies work.

You’ll also discover if you’re entitled to more benefits you didn’t even know existed! Benefits that could mean tens of thousands of additional dollars in lifetime income in your pocket!

Seating is limited, and RSVPs are required. Please complete the form at the right of the screen to sign up for the event. Our office will contact you to confirm your reservation.

Feel free to contact us with any questions you might have.

Wednesday, June 14, 2017
6:30 - 7:30PM
9740 Appaloosa Road
San Diego, CA 92131

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Thursday, June 15, 2017
6:30 - 7:30PM
9740 Appaloosa Road
San Diego, CA 92131

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Wednesday, July 19, 2017
6:30 - 7:30PM
9740 Appaloosa Road
San Diego, CA 92131

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Thursday, July 20, 2017
6:30 - 7:30PM
9740 Appaloosa Road
San Diego, CA 92131

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Wednesday, August 16, 2017
6:30 - 7:30PM
9740 Appaloosa Road
San Diego, CA 92131

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Thursday, August 17, 2017
6:30 - 7:30PM
9740 Appaloosa Road
San Diego, CA 92131

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Wednesday, September 13, 2017
6:30 - 7:30PM
9740 Appaloosa Road
San Diego, CA 92131

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Thursday, September 14, 2017
6:30 - 7:30PM
9740 Appaloosa Road
San Diego, CA 92131

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Wednesday, October 11, 2017
6:30 - 7:30PM
9740 Appaloosa Road
San Diego, CA 92131

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Thursday, October 12, 2017
6:30 - 7:30PM
9740 Appaloosa Road
San Diego, CA 92131

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Wednesday, November 15, 2017
6:30 - 7:30PM
9740 Appaloosa Road
San Diego, CA 92131

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Thursday, November 16, 2017
6:30 - 7:30PM
9740 Appaloosa Road
San Diego, CA 92131

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