Join us at Twisted Oak for dinner and an educational seminar on the topic of social security. Guest speaker, Hamilton Morales, will discuss social security and topics like:
- How to make the most of your Social Security benefit
- How to avoid pitfalls and tax traps
- When should you start taking your benefit distributions
- What other financial options are available for you during retirement
If you’re trying to decide whether to retire at an early age or later in life, it helps to understand that the amount of Social Security benefits you’ll receive depends on your age at retirement. Additionally, benefits are subject to taxes, and shifts in lifestyle and income can alter your tax bracket. Learn the rules and strategies that'll help you maintain control of your retirement income no matter what changes you decide to make.
In addition to the informative sessions, the dinner seminar will also provide an excellent opportunity to network and engage with fellow attendees. You will have the chance to meet other clients and prospects, as well as our team of financial advisors who can help you develop a personalized plan for your retirement.
We hope that you will join us for this exciting and informative event.
Date and Time
Thu, May 25, 2023
6:30p - 8:30p EST