Social Security Workshop in San Diego, CA

Social Security Workshop in San Diego, CA

Learn when to claim Social Security - your choice could result in a substantial amount of money over the course of your lifetime.

By Travis Hawley

Date and time

Tuesday, May 7 · 6 - 7pm PDT

Location

North University Community Library

8820 Judicial Drive San Diego, CA 92122

About this event

  • 1 hour

This educational workshop will provide you with much needed information to help you understand how Social Security works. After this class, you will be able to make informed decisions about Social Security and understand how the elections you make will affect your monthly benefits.


TOPICS WE WILL DISCUSS:

  • Could Social Security go broke?
  • How does my Full Retirement Age impact my monthly payment?
  • What is the “breadwinner” provision for couples?
  • Could a government pension impact my or my spouse’s social security payment?
  • How will my Social Security be taxed?
  • What are the potential pitfalls of starting Social Security payments at ag 62?
  • Why is working 35 years important in determining my Social Security payments?


OTHER IMPORTANT TOPICS:

  • How you can potentially fill the gap between Social Security and your desired Retirement Income.
  • How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.
  • How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.
  • Learn strategies that teach you how to structure RMD's Tax Efficiently.


FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend?

No, there is no cost to attend.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed?

No there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything?

No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.


Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (MWM). MWM and Mosley Insurance & Financial Services are affiliated companies by common ownership. License #0K76766. Individuals should consult with a qualified professional for guidance before making any investment decisions. Our firm is not affiliated with or endorsed by the US government or any governmental agency.

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Organized by

Travis Hawley

A versatile and experienced member of Mosley Insurance and Financial Services, Travis is focused on advising clients and helping to build financial plans that give them confidence they can pursue retirement without having to worry about running out of money.

A people person, Travis joined the firm in 2015 and has served in a variety of roles, including investment assistant, director of client experience, marketing director and new business processor. He enjoys getting to know clients on a deeper level and helping them feel confident and comfortable.

Travis is a licensed insurance professional and has earned his designation as a Chartered Financial Consultant®. He earned an associate degree in liberal arts from Santa Ana College and a bachelor’s degree in business administration with an emphasis in business management from California State University, Los Angeles. He also played baseball throughout his college career.

Inspired to carry on the legacy of his parents, Tom and Suzan Mosley, Travis started working for the firm following his graduation from Cal State LA.

A resident of San Diego, Travis’ interests range from sports and history to animals, music and movie quotes. He enjoys going to the beach, hanging out with friends, working out and training in mixed martial arts, traveling and attending music festivals and karaoke events. But he is most passionate about his family and loved ones, including his three loving parents, four sisters, two nieces, a girlfriend who was his high school sweetheart and a special-needs Pitbull named Charlie.

CA License #: 0K47264