Webinar - Maximizing Your Social Security
While preparing for Retirement it is important to optimize the tools that are automatically available to you such as Social Security Income. You have many options regarding your Social Security benefits. Please join us for our upcoming webinar “Understanding Social Security” presented by Daniel Shmaltz, CFP® to learn the ins and outs of Social Security and how you can you maximize its value in your Retirement Plan.
Daniel will be highlighting the factors that should be considered surrounding Social Security such as Timing, Taxation, & Other Income. Join us next Thursday evening for this impactful presentation and feel free to share with other Retirees or Retirees in your network!
When: Nov. 7, 2024 06:00 PM Arizona
Topic: Understanding Social Security Presented by Touchstone Wealth
Register in advance for this webinar:
https://financialguide.zoom.us/webinar/register/WN_gEH9lgYzR2CC8AMLyKN79g
After registering, you will receive a confirmation email containing information about joining the webinar.
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Webinar Speakers
Daniel Schmaltz, CFP® (Senior Vice President @Touchstone Wealth)
Daniel has 25+ years of experience in the Financial Services industry and has dedicated most of his career working with Pre-Retirees & Retirees. He is an expert in the areas of Social Security, Retirement Income Planning, & Tax Planning in Retirement to name a few. He serves as Senior Vice President at Touchstone Wealth and oversees the Advanced Planning operations for the firm.
The information provided is not written or intended as specific tax or legal advice.
MassMutual, its subsidiaries, employees and representatives are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.”