“securing your social security” - tax & financial group · via email:...

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Join us for an Overview of Social Security Benefits: Continental Breakfast will be provided - How benefits are calculated and techniques to help maximize them - Social Security collection strategies - How Social Security benefits work for you and your spouse - When and how to start receiving Social Security benefits - Opportunities to increase your benefits throughout retirement - How Social Security benefits are taxed This information should not be considered as tax or legal advice. You should consult your tax or legal advisor regarding your own tax or legal situation. Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA/SIPC & A Registered Investment Advisor. TFG, an affiliate of Securian, is independently operated. 2362511 DOFU 01.19 February 27th, 2019 7:45 AM to 9:30 AM Tax & Financial Group, 3rd Floor Conference Room 4001 MacArthur Blvd, Newport Beach, CA 92660 to Nicole Sanchez Online: http://bit.ly/SocialSecurityFeb27th Via Email: [email protected] Via Phone: 949 223-8273 “Securing Your Retirement: A Special Briefing on Social Security” As you approach retirement, it is important to understand the role that Social Security benefits can and should play in your overall retirement income strategy. There are also several strategies that are capable of maximizing your Social Security benefits to help increase your retirement income. by 02/20/2019

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Page 1: “Securing Your Social Security” - Tax & Financial Group · Via Email: nicole.sanchez@tfgroup.com Via Phone: 949 223-8273 “Securing Your Retirement: A Special Briefing on Social

Join us for an Overview of Social Security Benefits:

Continental Breakfast will be provided

- How benefits are calculated and techniques to help maximize them- Social Security collection strategies- How Social Security benefits work for you and your spouse- When and how to start receiving Social Security benefits- Opportunities to increase your benefits throughout retirement- How Social Security benefits are taxed

This information should not be considered as tax or legal advice. You should consult your tax or legal advisor regarding your own tax or legal situation. Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA/SIPC & A Registered Investment Advisor. TFG, an affiliate of

Securian, is independently operated. 2362511 DOFU 01.19

February 27th, 20197:45 AM to 9:30 AM

Tax & Financial Group, 3rd Floor Conference Room4001 MacArthur Blvd, Newport Beach, CA 92660

to Nicole SanchezOnline: http://bit.ly/SocialSecurityFeb27thVia Email: [email protected]

Via Phone: 949 223-8273

“Securing Your Retirement: A

Special Briefing on Social Security”

As you approach retirement, it is important to understand the role that Social Security benefits can and should play in your overall retirement income strategy. There are also several strategies that are

capable of maximizing your Social Security benefits to help increase your retirement income.

by 02/20/2019