Social Security 567 – Norman P. Murray Community and Senior Center

FAQ

Norman P. Murray Community and Senior Center

Any questions, please call 844-567-7760

24932 Veterans Way

Mission Viejo, CA 92692

View map & directions

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

Changes to the 500+ Social Security filing strategies

Understand when you should consider claiming early vs claiming later

Maximize your social security benefits with the do-over approach you should know about

How to claim benefits from former and/or deceased spouses

Taking generic Social Security advice could cost you thousands of dollars in lost benefits

How will the SECURE Act Legislation impact your retirement

What to do if you have other income from pensions or IRAs

“A leading educational resource for those nearing retirement”

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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 $100k or more.

Join us at the Norman P. Murray Community and Senior Center for an informational seminar and insurance sales presentation covering Social Security on March 20 from 6:30 PM – 7:30 PM.

Space is limited, so sign up today!

No Charge to Attend!

Frequently Asked Questions

Who is presenting?

Who is this for?

Is there a "sales" pitch?

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 Enlighten nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.

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Eric DiLeo offers investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. Summit Stone Financial Group, Inc. is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Eric DiLeo, independent agent.

Summit Stone Financial Group, Inc., Eric DiLeo, and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

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