- This event has passed.
Maximize Your Social Security Seminar
November 19, 2019 @ 9:00 AM - 10:00 AM MST
Looking to maximize your social security benefits? Unsure about timing and other complex questions? Join us at our seminar to maximize your social security. You and a guest are invited to join Trajan Wealth advisors, vetted Dave Ramsey SmartVestors Pro’s, for a complimentary breakfast and Social Security seminar at Panera Bread.
You will learn:
- Key points of the Social Security system’s history – and how that still impacts you today.
- Review the pros and cons of complex considerations like when should you file for Social Security and spousal benefits.
- An honest look at how you can maximize the dollar amount you keep in retirement, including options like Covert Roth.
- How Trajan Wealth separates itself from other wealth management firms.
Reservations are required and seating is limited. RSVP today! There is no obligation and nothing will be sold.
*Advisory services offered through Trajan Wealth, L.L.C., an SEC-registered investment adviser. We will call you to confirm and complete your reservation.