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.
A quick overview of the roots and evolution of Social Security, and how that history still impacts you today.
When should you file for Social Security? What about spousal benefits? How can you optimize taxes to increase your check?
An honest look at how you can maximize the dollar amount you keep, including options like Covert Roth
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.
OUR GOAL:To become the most client centric, forward thinking, and ethical independent wealth management company in the world