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Top 7 Ways to Maximize Your Social Security Benefits (and Top Mistakes to Avoid)

October 17 @ 7:30 am - 9:30 am

Senior Investment Advisor Alex Seleznev and Senior Financial Advisor Wendy Moyers will lead a presentation on the morning of Thursday, October 17 about the top seven ways to maximize your social security benefits and the top mistakes to avoid.

Determining the best strategy for incorporating Social Security into your retirement plan can help maximize your benefits and offset a larger portion of your retirement expenses. Although you can never fully predict your future needs, proper planning can help ensure that you are financially prepared to meet your retirement objectives and goals.”

Alex and Wendy plan to address the following questions, and others:

  • How does Social Security work?
  • When should I claim my Social Security benefits?
  • Should I delay receiving Social Security?
  • Can I earn income when I receive Social Security?
  • How is Social Security taxed?
  • Will my spouse receive benefits?
  • What about my ex-spouse?

Attendees will be treated to a complimentary breakfast.

AGENDA

  • 7:30 – 8:00 a.m. – Breakfast and Registration
  • 8:00 – 9:15 a.m. – Professional Education
  • 9:15 – 9:30 a.m. (or later) – Networking (Alex and Wendy will stay following the presentation to answer any questions)

To register, please use the form below.

Alex Seleznev,
Senior Investment Advisor, MBA, CFP®, CFA

Wendy Moyers
Senior Financial Advisor
CFP®, CDFA®

 

 

 

 

 

 

 

 

 

Register Here:

Details

Date:
October 17
Time:
7:30 am - 9:30 am

Venue

CBM – Councilor, Buchanan & Mitchell P.C – DC Office
1150 18th Street NW, Suite 550
Washington, D.C. 20036
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Website:
https://www.cbmcpa.com/