Homewood Suites by Hilton Sarasota Lakewood Ranch

Homewood Suites by Hilton Sarasota Lakewood Ranch is not a sponsor or affiliated with this seminar in any way. If you have any questions, please call 844-567-7760.

305 N Cattlemen Rd, Sarasota, FL 34235

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Space is limited, so sign up today!
No Charge to Attend!

Join us for an educational seminar where we'll focus on:

  • Changes to Social Security filing strategies

  • How married couples can help enhance their combined monthly and lifetime benefits

  • How the "do over" and "start, stop, restart" strategies work

  • How to claim retroactive benefits as a lump sum

  • The effect of remarriage on survivor benefits for widowed and divorced spouses

  • Five factors that could reduce the actual payments you receive

COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, sanitation, and capacity limitations.
One of the most important decisions you need to make before you retire is when to claim Social Security benefits.

Many retirees apply for Social Security before reaching full retirement age. But by doing so, they may significantly and permanently reduce the benefits that they — and possibly their spouses — could receive over a lifetime.

Social Security provides not only a guaranteed income stream but also longevity protection, spousal protection, and some inflation protection. It may be the closest thing you receive to a traditional pension.

Whether you're single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. The concepts discussed in this course are most suitable for those with investable assets of $250k or more. 

Join us at the Homewood Suites by Hilton Sarasota Lakewood Ranch for an informational Social Security Workshop on January 21 from 6:00 PM - 7:00 PM or January 25 from 11:00 AM - 12:00 PM. This is intended for individuals who have not yet collected their Social Security benefit.

Space is limited, so sign up today!
No Charge to Attend!

Register Now

Frequently Asked Questions

Who is presenting?

The majority of our presenters are local professionals who come from a financial background (CPAs, financial professionals, attorneys and other knowledgeable professionals). Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. With social security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background. 

Who is this for?

The information presented at our seminar can help those already retired, as well as anyone approaching retirement.

Is there a "sales" pitch?

No, our seminars are strictly educational. While presenters may hand out their business cards or brochures to provide background on their company, guests have no obligation to engage with any Social Security 567 speaker during or after the seminar.

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Social Security 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.

Investment advisory services offered through AE Wealth Management, LLC (AEWM). AEWM and Gulf Coast Financial Planning are not affiliated entities.
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