This two hour workshop offers real world strategies and methods designed for those ages 60 and up who are preparing for retirement or are in the early stages of retirement and planning on filing for their Social Security benefits. This workshop is designed to take the confusion out of the many different options available to begin receiving Social Security income and help you determine which option is best for you. Whether you are married or single upon completion you will know how to properly file for your Social Security benefits as well as how to choose the best filing option for your circumstances. You will also learn how income from other sources will affect the amount you are able to receive from Social Security and the tax implications involved.
• How to properly file for Social Security benefits
• How to maximize the amount you are eligible for
• How to avoid common mistakes people make when claiming their benefits
• How to optimize your assets to minimize or avoid paying taxes on your Social Security benefits
• How much income you can make and still draw Social Security
• How Social Security is taxed
• How to file and restrict benefits
• How to claim a spouses benefit even if divorced
• How to properly file for Social Security benefits
• How to maximize the amount you are eligible for
• How to avoid common mistakes people make when claiming their benefits
• How to optimize your assets to minimize or avoid paying taxes on your Social Security benefits
• How much income you can make and still draw Social Security
• How Social Security is taxed
• How to file and restrict benefits
• How to claim a spouses benefit even if divorced
Raymond T. Martin is founder and president of Martin Wealth Management and Martin & Associates Insurance. Ray holds a Bachelor's degree in business management from Pepperdine University (1990) and is the author of two best-selling books “The Nuts and Bolts of Original Medicare, Medicare Supplement Insurance and Medicare Advantage" and "Stress-Free Retirement, 8 Secrets to Secure Your Money and Peace of Mind."
An award-winning manager and entrepreneur with more than 30 years of experience, Ray started his career at The Prudential Insurance Company, where he worked as a field underwriter in the small group division. With a background in business management, it wasn’t long before he ventured out on his own and became a successful insurance agency owner and advisor specializing in Social Security planning, Medicare and Retirement Income planning.
In 2008, when Ray founded Martin Wealth Management, LLC, he could see the need for sound financial education needed by the retirement community. Ray's focus is on coaching clients instead of selling investment products. As a result, clients learn how to effectively and prudently invest and manage their money instead of following the industry Myths that foster gambling and speculating.
David Hart has over 22 years of extensive financial services experience as an Investment Advisor Representative. He holds a Series 65 license and life-only and accident and health licenses in California (#0D42046). This experience allows him to provide a wide variety of retirement and estate planning strategies.
Dave is originally from Yorkshire, England, where he was a financial advisor for twelve years before he moved to the U.S. For over 20 years, David has been a financial advisor in the U.S. and continues helping his clients “retire and stay retired.” His primary focus is strategizing with his clients to visualize a complete picture. David works hard to understand his clients’ goals and objectives and then ensures they are on track to meet those objectives. Married for 35-plus years, Dave has three children and, in his spare time, enjoys volunteering as a soccer coach and is known to play a few games himself. David is registered as an Investment Advisor Representative with the U.S. Securities and Exchange Commission (SEC).
