Social Security & Retirement Income seminar

Fullerton Community Center

Fullerton Community Center

340 West Commonwealth Avenue, Fullerton, CA 92832

Upcoming Seminars

SOCIAL SECURITY AND RETIREMENT INCOME PLANNING

Creating a Coordinated Strategy for Lifetime Income

Effectively integrating Social Security benefits with your other retirement income sources is crucial for maximizing your retirement security. A coordinated approach can help optimize your benefits, minimize taxes, and ensure you don't outlive your money.

Please Join us for this complimentary informational seminar at Fullerton Community Center. We will discuss strategies for coordinating Social Security with your other retirement income sources. Seating is limited, so sign up today!

Did you know?

  • Social Security replaces only about 40% of pre-retirement income for the average worker
  • The timing of when you claim Social Security can significantly impact your lifetime benefits
  • Coordinating Social Security with other income sources can help minimize taxes
  • Having a retirement income plan can help ensure you don't outlive your money

We will be discussing:

  • Strategies for maximizing your Social Security benefits
  • How to create reliable income streams to supplement Social Security
  • Tax-efficient withdrawal strategies for retirement accounts
  • The role of guaranteed income products in retirement planning
  • How to protect your retirement income from inflation
  • Creating a coordinated retirement income plan that lasts a lifetime

Join us to learn how to create a comprehensive retirement income strategy that coordinates Social Security with your other income sources to help provide financial security throughout your retirement years.

Spouses are encouraged to attend!

Seating is limited. Register now!

Fullerton Community Center 340 West Commonwealth Avenue, Fullerton, CA 92832

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The Association of Financial Consultants is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these events. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one-on-one with our specialists.


Adults only please. Not affiliated with the Social Security Administration or any government agency.