Social Security Workshop in Yorba Linda, CA

Social Security Workshop in Yorba Linda, CA

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

By Tom Mosley

Date and time

Tuesday, June 25 · 6 - 7pm PDT

Location

Yorba Linda Community Center - Imperial C Room

4501 Casa Loma Avenue Yorba Linda, CA 92886

About this event

    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.

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    Organized by

    Tom Mosley

    CEO & President

    For more than a quarter century, Tom has helped retirees and those nearing retirement preserve their principal so they can experience the retirement they always envisioned. He focuses on conservative financial strategies that provide the potential for wealth accumulation and help protect retirement assets from market volatility.

    “When we implement a plan for someone and they realize they do have the assets and the plan in place to go enjoy their retirement years, that’s the single-most rewarding aspect of this business,” Tom says.

    After spending 19 years in the ministry, Tom founded Mosley Insurance and Financial Services in 1995 and in 2016, Mosley Wealth Management. He has helped many employees from Fortune 500 companies such as Wells Fargo, Disney, Raytheon and Edison make informed decisions about their 401(k)s, pension plans and Social Security benefits after they retired or changed jobs.

    Tom earned a master’s in business administration with a major in finance from Pepperdine University as well as a master's in theology from Dallas Theological Seminary. He has passed the Series 65 securities exam, is a registered Investment Adviser Representative and a licensed insurance professional.

    Tom and his wife, Suzan, live in Placentia in Orange County and are blessed with five highly successful children — Amanda, Andrea, Rachael, Travis and Mackenzie — and eight adorable grandchildren. Tom says one of his favorite hobbies is “sneaking sugar of all kinds” to his grandkids.

    An avid sports fan who loves to watch Los Angeles’ local teams, particularly the Dodgers, Tom coached Little League, NJB basketball, JUSA Soccer and Pop Warner football for many years. He also was formerly associated with the Odessa (Texas) Permian Panthers Mojo football team, which inspired the “Friday Night Lights” book, movie and television series. Tom’s other hobbies include traveling and spending time with his family.

    CA License No. 0B61811

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