The Social Security eligibility rules are generally the same for everyone – but no one’s life, retirement goals, or financial needs are exactly the same.
Please join McCarthy Wealth Management for a complimentary seminar on how to make the most of Social Security where we will discuss the following topics:
- The basics of Social Security as well as some advanced strategies
- What to consider when deciding the best age to file for Social Security
- Strategies for maximizing the benefits you deserve
- Tax implications to consider
- Question and Answer session at the end
When: Wednesday, November 11, 2020
11:30 am – 12:30 pm PST
Where: The seminar will be conducted virtually via Zoom
Hosted By: McCarthy Wealth Management
Guest Speaker: Diane Tallarico, Vice President – Senior Advisor Consultant at Franklin Templeton
This is an open seminar. Please feel free to share this invitation with others interested in learning more about Social Security. Those attending will have the opportunity to receive a Starbucks gift card.
Diane Tallarico is a vice president and senior advisor consultant representing Franklin Templeton in Orange County, California. She has over 35 years of experience in the industry and specializes in investment distribution.
Date and Time
Wed, Nov 11, 2020
11:30a - 12:30p PST
Online via Zoom
Registration is required via Zoom.