Maximizing Social Security...

What You Should Know to Help Get the Most Out of Your Benefit

First name

Last name

Phone Number:

Are you or your guest 55 years or older? Yes No

Will you be bringing a guest? Yes No

Select the event at Huntington Beach Central Library - Talbert Room you would like to attend:

Yes, I would like to receive text message communications

Your information is secure, we value your privacy.

What You'll Learn at This Event...

When is the best time to claim your benefits—and why does it matter?
How you can potentially avoid paying excessive income taxes on your benefits?
What annual updates could directly impact your future income?

Why You Need to Attend This Event...

Do you know the exact date you will claim your Social Security benefits? With over 9,000 claiming options, a precise strategy for when and how to claim your Social Security benefits could save you and your family thousands of dollars. A successful retirement plan starts with managing your Social Security income wisely.

We help our clients build their retirement income plans and feel more confident going into their next chapter.

Frequently Asked Questions

Who is this event for?
Retirees or soon-to-be retirees (approximate age 55 to 70) who have not yet started to claim Social Security benefits.

What if I’m interested, but can’t attend the event?
%%[ IF IndexOf(Concat(@R3BusinessRequirements, ""), "AFES") > 0 THEN ]%% Please reach out to your instructor via email by clicking here. %%[ ELSE ]%% Please reach out to me either by the phone number or email address listed. %%[ ENDIF ]%%

Dates and Times

Location

Huntington Beach Central Library - Talbert Room
7111 Talbert Avenue
Huntington Beach, CA 92648
View Map and Directions

Meet the Host

Doug Gahn
Founder, President
Learn More

Silver Summit Financial
Ph: (714) 454-7719
Em: doug@silversummitfinancial.com

Maximizing Social Security: What You Should Know to Help Get the Most Out of Your Benefit at Huntington Beach Central Library - Talbert Room - 7111 Talbert Avenue, Huntington Beach, CA 92648

Seating is limited. In order to ensure your spot for the NO-COST SOCIAL SECURITY WORKSHOP, click the button or give us a call today.

Disclosure

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Silver Summit Financial. Silver Summit Financial is a separate and unaffiliated entity from Simplicity Wealth. The presentation is provided for general information and educational purposes based upon publicly available information from sources believed to be reliable. The real life case scenarios presented should not be deemed a representation of past or guarantee future results. To the extent that this information concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstance. No products will be sold at the event and there is no obligation to make a follow-up appointment.

Sources: 1. Social Security Administration. (2024). Social Security Basic Facts. Retrieved November 01, 2024, from ssa.gov/news/press/factsheets/basicfact-alt.pdf. 2. Picchi, Aimee. (2023, November 16). 4 Social Security mistakes that can cost you thousands of dollars. Here's what to know. CBS News. Retrieved November 01, 2024, from cbsnews.com/news/social-security-benefits-mistakes-how-to-protect-yourself. 3. Alleva, Brian J. 2025. “The Social Security Claiming Decision for Married Couples.” Journal of Financial Planning 38 (12): 70–87.

This event is neither sponsored nor endorsed by the Huntington Beach Central Library - Talbert Room

Lic.

Contact Us

Silver Summit Financial
16902 Bolsa Chica St & Suite 208
Huntington Beach, CA 92649

Ph: (714) 454-7719
Em: doug@silversummitfinancial.com
https://silversummitfinancial.com/