Maximizing Social Security Workshop in Fort Worth, TX

4205 Basswood Boulevard,Fort Worth TX 76137

09 July, 2022

Description

TOPICS WE WILL DISCUSS: Strategies that you may not be aware of to maximize Social Security benefits. How current Social Security laws and regulations could affect your benefits.Is delaying your benefits the right choice for you?How your benefits are affected if you or your spouse are still working. What to do if you are divorced or widowed.If you have already filed, can you make a change?Ways to potentially fill the gap between Social Security and your desired retirement income. Answers to frequently asked Social Security questions.FREQUENTLY ASKED QUESTIONS: Is there a cost to attend? No, there is no cost to attend. Do I need to bring anything? No, you will be provided with pen and paper to take notes. How early should I arrive? Please arrive 5-10 minutes before the scheduled start time. Educational workshops provided by The Council of Financial Educators, an IRS-approved 501(c)(3) non-profit organization that is committed to providing the public with the knowledge to confidently navigate the ever-changing retirement landscape. Tony Rizzo, CFP® is a certified instructor with The Council of Financial Educators. Investment advisory services are offered through Provision Asset, LLC, a Registered Investment Advisor in the state of Texas. Insurance products and services are offered through Provision Retirement, LLC, or through our team of independent agents. Provision Asset, LLC and Provision Retirement, LLC are affiliated companies. Provision Asset, LLC and its advisors do not render tax, legal, or accounting advice. This event is not sponsored or endorsed by the venue location.