Currently Scheduled Seminars

Maximize Your Social Security Benefits

Understand Your Options & Maximize Your Benefits

74% of Americans voluntarily receive reduced retirement income because they do not know all of the facts. This presentation has been designed to help you make one of the most important financial decisions of your retirement and avoid mistakes that could cost you thousands of dollars over your lifetime. There are 81 separate ways a married couple could take their Social Security benefits. Do you have all the facts? Do you know all the rules?

  • When does it make the most sense for you and/or your spouse to begin drawing Social Security?
  • How much of your Social Security will be taxed each year?

Maximizing Income from Your Retirement Accounts

  • How you can fill the gap between Social Security and your desired income?
  • How much of your assets should be at risk?
  • What other programs should you be aware of to increase your income in retirement?

RSVP TODAY!

Seminar Dates, Times and Location

Wednesday, April 26th at 6:00 PM

Saturday April 29th at 11:00 AM

PUD Commission Meeting Room, 2320 California Street, Everett, WA 98206

This event has limited seating, so guarantee your reservation today by emailing info@pugetsoundfinancial.com or calling (425) 750-5360 – $10 per person or $15 per couple

Please RSVP to reserve your seats by calling (425) 750-5360 or emailing info@pugetsoundfinancial.com

Refreshments will be served