"Social Security: Don't Leave Money On The Table."
Please join us for an educational event, "Social Security: Don't Leave Money On The Table." During this seminar we will show you how to avoid common mistakes and make the best decisions in order to maximize your benefits. Among other things, you will ...
- Learn how to set your ideal start date.
- Learn everything you need to know about SS spousal & survivor benefits.
- Learn how "waiting" increases your benefits
Navigating Social Security isn't as straightforward as you might think. Maximizing or preserving your benefit amount takes forethought, planning and collaboration.
----
Theme • "Don't Leave Money On The Table"
Speaker: Michael Soos, author of "Don't Leave Money On The Table" • Maximizing Social Security and Medicare Benefits (bio below)
Where: Lumpkin County Chamber of Commerce
Location: 342 Courthouse Hill • Suite E, Dahlonega, GA 30533
Date: Thursday, February 29, 2024
Time: 9.00-10.30 am
Bio: Michael Soos is a distinguished professional and the President/Founder of Soos Consulting Group, a highly regarded business consulting firm. With an illustrious career spanning over 34 years in the financial services industry, he has made significant contributions while working with a leading Fortune 500 company.
Throughout his tenure, Michael has demonstrated an unwavering dedication to assisting financial professionals and their clients in crafting comprehensive retirement plans. Possessing a wealth of expertise in Social Security and Medicare, Michael is recognized as an expert on the subject. His profound knowledge and insights make him an invaluable resource for financial advisors, CPAs and attorneys seeking solutions for their clients’ income planning needs. By sharing proven business strategies and offering education on industry-related changes, he empowers these professionals to enhance their practices and serve their clients more effectively.
Michael's book on Social Security and Medicare is a game-changer for anyone seeking clarity in this often-convoluted realm. His knack for simplifying complex topics will undoubtedly empower readers to make informed choices and secure their financial future.
Free book: Everyone who attends will receive a free copy of Michael's book, "Don't Leave Money On The Table."
Please note: Seating is limited. We only have room for 40-45 attendees.
It's not just a matter of claiming your benefits and collecting a check. There's a lot of strategy that goes into effectively managing Social Security income.
Understanding how to implement successful claiming strategies will help you avoid leaving money on the table and keep more of what you deserve.
Additionally, managing Medicare costs can be complex and confusing at times. Learning the important ins and outs of Social Security and managing healthcare costs are a few elements of preparing for a successful retirement.
-----
To register, click this link: https://bit.ly/lumpkinssseminar
Images
Date and Time
Thursday Feb 29, 2024
9:00 AM - 11:00 AM EST