Trajan Wealth

Maximize your Social Security

Tuesday, November 19th, 9 AM

Join us at Panera Bread in Mesa for breakfast

Enjoy a fun complimentary seminar and breakfast. Take an in-depth look at Social Security and how to maximize it. 

FDR

How We Got Here

A quick overview of the roots and evolution of Social Security, and how that history still impacts you today.

Social Security's future

Complex Considerations

When should you file for Social Security? What about spousal benefits? How can you optimize taxes to increase your check?

Social Security's impact

How to Maximize It

An honest look at how you can maximize the dollar amount you keep, including options like Covert Roth

AS SEEN AND HEARD ON:

AS SEEN AND HEARD ON:

KTAR
Oldies

Meet Trajan Wealth

You are invited to join the Trajan Wealth team, founded by Jeff Junior, a trusted fiduciary and Dave Ramsey SmartVestor Pro, for a complimentary seminar. Take an in-depth look at the Social Security and how to maximize your benefit effectively. 

There is no sales obligation.

Jeff Junior, Fiduciary

Jeff Junior, Founder and CEO

OUR GOAL:
To become the most client centric, forward thinking, and ethical independent wealth management company in the world

Reserve your seat - Space is limited!

We will call you to confirm your seat(s)

© 2019 All Rights Reserved. *Advisory services offered through Trajan Wealth, L.L.C., an SEC-registered investment advisor.