Social Security Optimization Workshop

Join our Social Security Optimization Workshop to learn tips for maximizing your benefits in person!

Join Our Social Security Optimization Workshop!

Don’t take a chance on missing out on hundreds of thousands of dollars in lifetime Social Security benefits

Social Security is complicated, and everyone’s personal situation is unique. There are over 2,700 rules and regulations and thousands of claiming strategies available to you. After paying into the Social Security system your entire working life, why not spend an hour with me, learning how to optimize your Social Security benefits.

Social Security will represent a significant component of your future retirement income. Would you allow the IRS to prepare your income tax return? Of course not. So why trust the Social Security Administration, another government agency, with determining the amount of your future monthly Social Security retirement check

When you attend my Social Security Optimization Workshop you will receive for free - the RSSA® Roadmap, a sophisticated Social Security online optimization planning tool that will save you hundreds of thousands of dollars in lifetime benefits by helping you take advantage of the optimal claiming strategies you are entitled to.

In addition, you will also receive a free one-on-one consultation with me. I will go over your Social Security plan and help you decide when you should begin filing. The only way to truly plan for your Social Security income is to work with a professional that has earned the Social Security RSSA® Credential. Working one on one with a Registered Social Security Analyst® like myself will help you understand your options and the Social Security rules that directly impact your benefits.

Jim Patton, MBA, ChFC®, RSSA®

President

Patton Health and Wealth

317-981-2580

jim@pattonhealthandwealth.com