Idaho Falls, ID Social Security Workshop

Social Security is one of the most valuable and least understood benefits available to retirees today. Advanced planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This workshop combines two empowering elements:

Live instruction from knowledgeable professionals, videos and a take-home workbook presented in an engaging, easy to understand format.
An opportunity to receive a customized Social Security plan that will help you decide the best time to take benefits.

More than 80% of Americans are worried they won't have enough money for retirement and over 78 million Baby Boomers are set to retire in the next decade. 36% of American adults over 65 are completely dependent on Social Security and 61% of retirees count on their Social Security for at least half of their monthly income.* It's important to know all of the strategies that are made available to you so you can make informed decisions and maximize your Social Security benefits. Failing to maximize your benefits could potentially leave tens of thousands of dollars on the table.

This workshop is designed to help you know all of the strategies that are made available to you, avoid common filing mistakes and most importantly, help you maximize your Social Security benefits!

Claiming strategies and planning techniques to help you get the most out of your Social Security benefits.
How to take advantage of spousal benefits.
Important changes in 2018 - New Social Security rules and how they affect your filing options.
Survivor Benefits - What they are and how they work.
Common filing mistakes and how to avoid them.
How you may be eligible to collect benefits based on an ex-spouse's benefits.
New strategies you may not be aware of.
How Social Security ties into your overall retirement income plan.
And More!

Trent has been a Retirement Income Professional for the past fifteen years and ran and owned offices in Colorado, St. George, UT, Henderson, NV, Logan, UT, Idaho Falls, ID, Ogden UT, and Brigham City, UT. He was recognized as one of the fastest growing branches in the United states while serving in Colorado. Trent is currently a member of the Certified Fraud Examiners and MDRT committee.

Trent has emphasized his practice in protected income strategies for his clients that he calls "family." He has great passion in further assisting his clients and treating them the way he would like to be treated! He has earned three different degrees from Universities including the medical field of Physical Therapy where he gained a real importance on really connecting with his patients and now clients. Trent has a beautiful family with seven children and loves life!

Whether you are looking for guaranteed retirement income, protected and reliable, wanting a lower cost life insurance program with added income guaranteed or even finding ways to assist your loved ones in preparing for funeral costs, we've got the answers. And as always...we provide free, no-obligation consultations so 100% of your money goes directly toward you.

You'll find over 30 plus years of experience on our side with our team's credentials as financial professionals who know retirement income strategies and are looking out for your retirement income goals and objectives...period.

*http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx

*https://www.fool.com/retirement/2017/04/17/30-stunning-social-security-statistics.aspx

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.

Maximizing Your Social Security Benefits

Workshop Dates & Location

Workshop Details

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