1.5 hours
9449 Balboa Ave suite 114
Free Tickets Available
Tue, 02 Dec, 2025 at 06:30 pm to 08:00 pm (GMT-08:00)
9449 Balboa Ave suite 114
9449 Balboa Avenue, San Diego, United States
✅ The Optimal Filing Strategy for YOUR Situation Learn exactly when to file based on your age, health, marital status, and financial goals.
✅ Spousal Coordination Tactics That Add $50K-$100K Married couples: This alone is worth attending. Most couples leave massive amounts on the table.
✅ How to Minimize (or Eliminate) Taxes on Your Benefits Up to 85% of your Social Security can be taxed. I'll show you how to reduce that.
✅ What to Do If You've Already Filed Yes, there are still options. I'll explain the "do-over" strategies few people know about.
✅ Survivor Benefit Strategies Widows and widowers have unique options that can significantly increase lifetime benefits.
✅ The "Working While Collecting" Rules How to earn income without losing benefits (there's a right way and a wrong way).
✅ How to Analyze Your Social Security Statement Like a Pro Bring your statement, and I'll show you what to look for.
Also check out other Workshops in San Diego, Health & Wellness events in San Diego.
Tickets for Don't leave $50,000 to $150,000 in Social Security Benefits on the Table! can be booked here.
| Ticket type | Ticket price |
|---|---|
| General Admission | Free |