Social Security is far more complicated than most people realize. The decisions near-retirees make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime. This informative workshop will answer the questions you have and provide the guidance you need regarding your Social Security benefits.
Dinner will be provided at the end of this workshop.
Where can I contact the organizer with any questions?
If you have any questions, you can either call our office at (714) 960-7100 or e-mail us at firstname.lastname@example.org. We'll be happy to assist you with anything you need.
Can I update my registration information?
Yes, please feel free to update any of your information up until the day of the seminar.
Can I bring a spouse or friend with me to the workshop?
Absolutely! You can make up to 10 RSVPs when you register for our workshop. Be sure to fill out their full names and information on the registration page.
When & Where
WealthTeam360 featuring Julie Beach, CPA
WealthTeam360 Tax & Wealth Management utilizes the team approach to assist our clients with their tax & financial needs, bringing in professionals from different disciplines focused on "Life After 65" planning for near-retirees and retirees.
We are dedicated to providing financial guidance to enable our clients to maintain their desired lifestyle and financial independence for life.