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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.

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*Advisory services offered through Trajan Wealth, L.L.C., an SEC-registered investment adviser.  We will call you to confirm and complete your reservation.


November 19, 2019
9:00 AM - 10:00 AM
Event Category:


Panera Bread – Mesa
3426 E Baseline Rd Ste 113
Mesa, AZ 85204 United States
+ Google Map
(480) 990-3300


Trajan Events Team
(480) 793-7785

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