Strategic Asset Preservation
Savvy Social Security Planning for Boomers
What Baby Boomers Need to Know
to Maximize Retirement Income
Katy Geissert Civic Center Library
3301 Torrance Blvd. Torrance, CA 90503

on TUESDAY MAY 17, 2022
@ 6:00pm PDT
Baby Boomers are asking…

  • ​Will Social Security be there for me?
  • ​How much can I expect to receive?
  • ​When should I apply for Social Security?
  • ​How can I maximize my benefits?
  • ​At this informative seminar you will learn
  • important rules and strategies for collecting
  • your retirement benefits.

At this workshop you will learn...

  • ​​5 factors to consider when deciding to apply for benefits
  • When it makes sense to delay benefits and when it does not
  • ​​Why you should always check your earnings record for accuracy
  • How to estimate your benefits            
  • ​​Innovative strategies for coordinating benefits with your spouse
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with your other forms of retirement income            
From The Desk Of Angelica Roxas
Dear Friend,

The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime.
Don’t miss this valuable workshop designed especially for baby boomers.
Seating is limited. Call today or register here to reserve a spot for you and your friends.
Learn the rules for…
  • ​How your benefit will be affected by the age at which you apply
  • ​How cost-of-living-adjustments, or COLAs, affect benefits
  • ​How spousal benefits work
  • ​How survivor benefits work
  • ​How divorced-spouse benefits work
  • ​How working affects benefits
  • ​How benefits affect taxes
  • ​What to do if you have other income from pensions or IRAs
This FREE Training is Only Available for a Limited Time, Don't Miss Out!
About Your Host Angelica Roxas
  • An astute professional who has 21+ years experience as an Investment Advisor Representative
  • ​Registered with California Tax Education Council (CTEC)
  • ​Certified in Social Security Claiming Strategies
  • Founder and President of Strategic Asset Preservation, Inc,
  • ​Recognized and published by Forbes for her Social Security expertise
  • ​​Holds the industry’s most prestigious Social Security designation through being a loyal member of the NSSA – (National Social Security Advisor).
  • ​She has been recognized in the Wall Street Journal for her leadership role.
This FREE Training is Only Available for a Limited Time, Don't Miss Out!
Start Securing Your Retirement Future!
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