Understanding Your Social Security Benefits

Join Quentin Davis and Daniel Riegner, financial planners specializing in retirement planning from the WealthWise Financial Group, for a seminar on Understanding Your Social Security Benefits. This event is designed to demystify Social Security and help attendees make informed decisions about one of the most critical financial resources available to them.

The agenda will include the topics: Introduction to Social Security, Retirement Benefits, Spousal Benefits/Survivor Benefits, Social Security and Other Pension Benefits, Taxation Benefits and a Q&A Session.

The agenda:

• Introduction to Social Security
• Overview of what Social Security is and its historical context.
• Announcements of changes in SS
• Retirement Benefits
• Funding and Calculations of Benefits
• How your benefits are calculated.
• Strategies for maximizing your retirement income.
• Full Retirement Age
• Taking Benefits and Working
• Delaying your Benefit
• Spousal Benefits / Survivor Benefits
• Benefits available to the family in case of a worker's death.
• Who qualifies and how to apply.
• Taking Spousal Benefits Early
• Reduced Spousal Benefits
• Collecting Benefits from a Divorced Spouse
• Social Security and Other Pension Benefits
• Government Pension Offset
• Windfall Elimination Provision
• Taxation of Benefits
• Understanding how your benefits might be taxable and tips for tax planning strategies.
• Q&A Session
• Open floor for attendees to ask specific questions about their situations.

The speakers

• Quentin Davis, Financial Planner specializing in retirement planning.
• Daniel Riegner, Financial Planner specializing in retirement planning.

Who should attend?

• Individuals nearing retirement age.
• Current recipients of Social Security benefits.
• Anyone interested in understanding or planning for their future financial security.

Note: This seminar is educational and does not constitute financial advice. For personalized advice, please consult with a financial advisor.

Quentin Davis & Daniel Riegner are Registered Representatives and Investment Adviser Representatives of, and securities and investment advisory services are offered solely by, Equity Services, Inc., Member FINRA/SIPC, 100 E. Campus View Blvd., Suite 125, Columbus, OH 43235, 614-430-8414. Wealthwise Financial Group is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor. TC7204041(1024)