Anchor Bay Capital Social Security Seminar: Carlsbad, CA

SOCIAL SECURITY

Getting the Most from it in Retirement!

Topics Covered Include:

• How Social Security works and how to get the Most from it

• Traps to be aware of when claiming Social Security

• Strategies for Maximizing

  • Social Security

  • Your Investments

  • Tax Savings during Retirement

• Learn how Tax Planning can Lower your Medicare Premiums

Classes taught by James R. Allen, CFP, EA – President of Anchor Bay Capital, Inc.

Carlsbad Location:

Alga Norte Community Park

6565 Alicante Rd

Carlsbad, CA 92009

Meeting Room

6:00pm – 7:00pm