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SUMMARY:Maximizing Social Security: In Person Event with MySeniorHealthPlan
DESCRIPTION:Maximizing Social Security: Make Informed Decisions About Your Retirement Income\nSocial Security plays a critical role in retirement planning. In fact\, for many Americans\, it represents one of the largest sources of retirement income. However\, the rules are complex\, and the timing of your decision can permanently affect your lifetime benefits. \nShould you claim at 62\, wait until full retirement age\, or delay until 70?\nHow do spousal and survivor benefits work?\nHow does Social Security coordinate with pensions\, retirement accounts\, and other income sources? \nAdvanced planning and informed decision-making can make a meaningful difference. \nIn this free in-person educational class\, we will cover: \n• How Social Security benefits are calculated\n• How claiming age impacts monthly and lifetime income\n• The role of spousal and survivor benefits\n• How Social Security helps address longevity and inflation concerns\n• How benefits coordinate with other retirement income sources\n• Key claiming considerations before filing \nWhether you are single\, married\, divorced\, or widowed\, this session is designed to provide clear\, practical education so you can better understand your options and make informed decisions. \nThis is an educational presentation — NOT a sales event. There is no cost to attend\, and the session is open to the public. \nAttendees will have the opportunity to address questions during and after the presenation. \nReserve your seat today! \nCaidyn Taylor \nJunior Advisor\, CA LIC #4227953 \nOn Behalf of Elisabeth Dawson\nCA LIC #0C72164\, #0G81294 \nP: (619) 640-2622 | F: (619) 640-2600\nW: www.copiawm.com\nE: ctaylor@copiawm.com\nA: 2333 Camino Del Rio South\, Suite 240\, San Diego\, CA 92108 \nThe Greatest Compliment You Can Give Us is the Introduction to a Loved One or a Friend. \nInvestment advice offered through Copia Wealth Management Advisors\, Inc. Copia Wealth Management Advisors\, Inc. is a registered investment advisor.
URL:https://211sandiego.org/event/maximizing-social-security-in-person-event-with-myseniorhealthplan/
LOCATION:My Senior Health Plan\, 875 Prospect Street #suite 100\, La Jolla\, CA\, 92037\, United States
CATEGORIES:Class, Seminar, Training, or Workshop
ATTACH;FMTTYPE=image/jpeg:https://211sandiego.org/wp-content/uploads/2026/03/MSS-Cover-Page-scaled.jpg
ORGANIZER;CN="CopiaWM&amp%3BIS":MAILTO:ctaylor@copiawm.com
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