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Text Content

AJT | Demystifying Social Security
Your FREE Social Security Resource

support@demystifysocialsecurity.com



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ANSWERS TO YOUR SOCIAL SECURITY QUESTIONS... AND MORE!


THERE IS NO COST TO ATTEND, BUT SPACE IS LIMITED SO YOU MUST RESERVE YOUR SEAT.

REGISTER BELOW AND WE'LL BE IN TOUCH TO CONFIRM YOUR RESERVATION.

Select a Seminar DateSeptember 14th at the Temecula Chamber of Commerce





Your privacy is very important to us and your information is not shared.


DO YOU HAVE QUESTIONS ABOUT SOCIAL SECURITY AND HOW IT TIES IN TO YOUR OVERALL
RETIREMENT INCOME STRATEGY?


IF SO, THIS IS THE WORKSHOP FOR YOU.

--------------------------------------------------------------------------------

Dates and Details:


WEDNESDAY, SEPTEMBER 14, 2022


TEMECULA CHAMBER OF COMMERCE
26790 YNEZ CT. SUITE A
TEMECULA, CA 92591
6:00PM

--------------------------------------------------------------------------------

You only need to attend one workshop. The material covered is the same at all
sessions.

When and how should you receive your Social Security benefits? Education is
imperative in order for you to make the right decision.

No matter what situation you’re in, you’ll want to take the time to make an
informed, well-reasoned decision about how and when to begin receiving your
Social Security benefits and how to coordinate Social Security with your other
retirement income sources.

Please Note: Space for this workshop is extremely limited and available only on
a first come, first served basis. You must register in advance to guarantee your
seat.


WHO SHOULD ATTEND THIS WORKSHOP?

THIS WORKSHOP WAS CREATED TO HELP PEOPLE IN THESE COMMON SITUATIONS…

--------------------------------------------------------------------------------


RETIREES UNDER AGE 70

Regardless of when you retired, if you are under the age of 70, you could be
affected by the provisions of the SECURE Act. We’ll cover the details and make
sure you understand the new rules.


APPROACHING RETIREMENT

Are you considering retirement and need answers in order to piece your
retirement income plan together? You’ll learn the role played by Social
Security.


MARRIED COUPLES

There are dozens of ways for married couples to collect Social Security. Make
sure you understand your options.


WIDOWED? DIVORCED? DISABLED?

If you have extenuating life circumstances, you must understand how your Social
Security benefits could be affected.

Register Now!


WHAT WILL YOU LEARN?

GET ANSWERS TO THE MOST COMMONLY ASKED QUESTIONS REGARDING SOCIAL SECURITY AND
YOUR OTHER SOURCES OF RETIREMENT INCOME.

--------------------------------------------------------------------------------


WHEN SHOULD I BEGIN TO RECEIVE SOCIAL SECURITY?

The longer you wait, the more you will receive, but is that the right strategy
for you?


HOW MUCH WILL I RECEIVE?

This depends on your earnings history and several other factors. We’ll explain
in more detail!


NEW LAWS REGARDING YOUR RETIREMENT ACCOUNTS.

The laws have changed pertaining required minimum distributions. Find out if
they’ll affect you.


NEW ESTATE PLANNING RULES

If you have an IRA and plan to leave it to anyone other than your spouse, you
must understand the new rules.


WHAT ABOUT MY OTHER SOURCES OF RETIREMENT INCOME?

You likely have retirement income from several sources. We’ll discuss how to
piece together the income puzzle.


WHAT IF I KEEP WORKING?

Working part or full time past age 62 could impact your Social Security
strategy. We’ll explain how.


WHAT ABOUT TAXES?

Is Social Security taxable? What is the impact of taxation on your retirement
income now and in the years to come?


HOW IS MY SPOUSE AFFECTED?

If you’re married, it is imperative for you to plan your strategy together and
address issues such as survivor’s benefits.


HOW DO I AVOID MISTAKES?

Making a mistake with your Social Security could cost you tens of thousands of
dollars. We’ll show you how to avoid the most common errors.


DISCOVER BENEFITS YOU DIDN’T KNOW YOU HAD!

Learn strategies such as collecting on an ex-spouse’s benefit or even a deceased
ex-spouse’s benefit. You may be entitled to more than you know.

Register Now!


MEET OUR PRESENTER…

--------------------------------------------------------------------------------


RYAN TANTRUM

Ryan is an experienced Financial Advisor with AJT Wealth Consultants. Driven by
an intense need for knowledge, he takes pride in providing the best advice
possible. As a Certified Financial Fiduciary®, his goal is to equip his clients,
friends, and family with the tools and knowledge necessary to become financially
secure. He is an Eagle Scout, Rotarian, and Toastmaster, who believes we should
all leave the world a little bit better than when we arrived.

For fun, Ryan can either be found 100 feet under the ocean or with his nose
stuck in a book. He has his Bachelor of Arts degree from Whittier College, holds
his Series 7 & 66 Securities Registrations, and is a registered life insurance
agent with the state of California.




© 2024 Demystify Social Security. All rights reserved.

This is a free informational workshop. No purchase or obligation is required to
attend. Demystifying Social Security is not affiliated with The Social Security
Administration.