Maximizing Social Security: What You Need to Know Before You File
- Ages 21+
85% of of your Social Security could be taxed. Learn smart strategies to reduce your tax burden and keep more in your pocket.
Date and time
Location
Malvern Public Library
1 East 1st Avenue # 2 Malvern, PA 19355About this event
- Event lasts 1 hour
- Ages 21+
- Free venue parking
If you’re between the ages of 58 and 70 and haven’t filed for Social Security yet, this workshop is for you.
Filing for Social Security may be the biggest financial decision you make in retirement — and getting it wrong could cost you tens of thousands of dollars in missed benefits or unnecessary taxes.
Join us for a free, educational event at the Malvern Public Library where you’ll learn how to optimize your Social Security benefits and avoid costly mistakes.
✅ You’ll Learn:
- The biggest mistakes people make when filing — and how to avoid them
- How to potentially increase your lifetime benefits by $100,000 or more
- Strategies for married couples, divorcees, and widows
- How Social Security is taxed — and how to reduce those taxes
- How your filing decision affects your retirement income plan
This is a purely educational workshop — no products will be sold, and no pressure. Just honest, actionable information to help you make smart decisions about your financial future.
📍 Location:
Malvern Public Library1 E 1st Ave, Malvern, PA 19355
🕕 Date & Time:
Tuesday, June 25 at 6:30 PM(Doors open at 6:15 PM)
🎟 Seating is limited to 20 guests.
Please RSVP to reserve your seat. Spouses are encouraged to attend.
Frequently asked questions
No. This is a completely educational workshop. There are no sales pitches or products being offered — just clear, actionable information to help you make confident decisions about Social Security and retirement.
This event is designed for adults ages 58–70 who have not yet filed for Social Security and want to learn how to maximize their benefits, reduce taxes, and avoid common filing mistakes.
Absolutely. In fact, we encourage it — especially if you're married or planning retirement together. Just be sure to register them so we reserve enough seats.
Plan for about 60–75 minutes, including time for questions. We respect your time and aim to keep things concise and valuable.
This workshop is designed for those who haven’t filed yet, but if you’ve recently started or have questions about spousal or survivor benefits, you may still find the information helpful.
Just yourself, your spouse or guest, and maybe a notepad if you’d like to take notes. We’ll provide a helpful worksheet during the presentation.