Loading Events

« All Events

  • This event has passed.

Maximize Your Social Security Seminar

November 19 @ 9:00 AM - 10:00 AM MST

SmartVestor

 

 

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.

Details

Date:
November 19
Time:
9:00 AM - 10:00 AM
Event Category:

Venue

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

Organizer

Trajan Events Team
Phone:
(480) 793-7785
Email:
events@trajanwealth.com
Newsletter

stay informed!

Subscribe to receive our newsletter and exclusive market insights