Educational Workshop.
Are you ready to "Maximize Your Social Security Income"?
Claiming Social Security is a complicated and daunting task for most individuals. There are 2,728 rules which govern how benefits are determined and thousands of claiming strategies. Chad can help you uncover the optimal claiming decision to ensure you receive every dollar that you have earned and are entitled to.
Are you asking yourself the following:
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When should I claim my Social Security?
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What benefits am I eligible to receive?
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What rules apply to my unique situation?
Join our free live educational workshop to learn all about the benefits of Social Security! Discover the various entitlements, learn strategies to maximize your benefits, and gain insight into accessing your earnings history.
Chad has successfully completed extensive training in the complexities of Social Security and has earned his certification as a Registered Social Security Analyst®. This prestigious qualification reflects Chad's expertise and commitment to providing top-notch advice on Social Security matters.
After the presentation, secure your exclusive spot for a personalized consultation. Chad will design a tailored roadmap to guide you in making the optimal claiming decisions and thoroughly examine the pros and cons of the different options. Seize this opportunity to secure your financial future!
Personalized consultation is $450 for a couple or $350 for an individual.
Your Roadmap includes:
Personalized Analysis:
Your Roadmap will help you analyze all of your claiming options and Social Security rules that impact your benefits.
Optimization:
Your Roadmap will help you choose an optimal claiming strategy based on your needs and goals for your planned retirement.
Consultation:
Your Roadmap will help you review your options, educate you on the rules that may impact your decisions, and answer all of your questions.
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Details for the next event coming soon.
Location:
7400 N Oracle Rd. Suite 155
Tucson, AZ 85704
Parking: In the front parking lot, look for the RSSA sign.
Date and Time:
TBD
Refreshments:
Complimentary Coffee Bar (Featuring Cartel Coffee Lab)