Maximizing Social Security...

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

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What You'll Learn at This Event...

How do I figure out when I should start taking my Social Security Benefits?
How am I affected by recent rule changes that could lead me to miss out on substantial benefits?
How can I potentially avoid paying excessive and unnecessary income taxes?

Why You Need to Attend This Event...

Do you know the exact date you will claim your Social Security benefits? With over 531 claiming options, a precise strategy for when and how to claim your Social Security benefits could prevent you and your family from needlessly losing thousands of dollars. A successful retirement plan all starts with wisely managing your Social Security income.

We help our clients build their retirement income plans and watch them retire successfully from the effort.

Frequently Asked Questions

Who is this event for?
Retirees or soon be be retirees (approximate age 55 to 70).

What if I'm interested, but can't attend?
Please reach out to me either by the phone number or email address listed.

Dates and Times

Location

Duxbury Free Library
77 Alden Street
Duxbury, MA 02332
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Meet the Host

Mary Pursell
Licensed Insurance Agent
Learn More

Financial Sqaure
Ph: (888) 637-3847
Em: service@financialsquare.us

Maximizing Social Security: What You Need to Know to Help Get the Most Out of Your Benefit at Duxbury Free Library - 77 Alden Street, Duxbury, MA 02332

Seating is limited. In order to ensure your spot for the FREE SOCIAL SECURITY WORKSHOP, click the button or give us a call today.

Disclosure

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.

This event is neither sponsored nor endorsed by the Duxbury Free Library

Lic.

Contact Us

Financial Sqaure
195 Park Avenue
Worcester, MA 01609

Ph: (888) 637-3847
Em: service@financialsquare.us
https://www.financialsquare.us/