Anchor Bay Social Security Seminar: Brea, 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.

Orange County Location:

Brea Community Center

695 E. Madison Way

Brea, CA 92821

Meeting Room A

6:00pm – 7:00pm