Optimizing Your Social Security Workshop in South Pasadena, CA

This educational workshop will provide you with much needed information to help you understand how Social Security works. After this class, you will be able to make informed decisions about Social Security and understand how the elections you make will affect your monthly benefits.

TOPICS WE WILL DISCUSS:

• Could Social Security go broke?
• How does my Full Retirement Age impact my monthly payment?
• What is the “breadwinner” provision for couples?
• Could a government pension impact my or my spouse’s social security payment?
• How will my Social Security be taxed?
• What are the potential pitfalls of starting Social Security payments at ag 62?
• Why is working 35 years important in determining my Social Security payments?

OTHER IMPORTANT TOPICS:

• How you can potentially fill the gap between Social Security and your desired Retirement Income.
• How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.
• How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.
• Learn strategies that teach you how to structure RMD's Tax Efficiently.

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend?

No, there is no cost to attend.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed?

No there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything?

No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally referred to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength claims paying abilities of the issuing carrier. This content is intended for informational & educational purposes only. It is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the particular needs of an individual situation. All hypothetical examples are provided for illustrative purposes only; they do not represent real life scenarios. Mosley Insurance & Financial Services nor its agents or representatives may not give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any investment decisions. Our firm is not affiliated with or endorsed by the US government or any governmental agency. Some of the information provided may be from one or more third parties which we believe to be reliable sources, but accuracy and completeness cannot be guaranteed by Mosely Insurance & Financial Services.

Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (“MWM”). MWM and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766

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