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Events

Understanding Social Security Seminar:

To individuals between the ages of 57-67…. Learn Simple Secrets on How to Maximize Your Social Security Benefits

Those approaching retirement today are faced with challenges that their parents may not have had to face.  The Traditional pension is becoming less common with each passing day, this puts more emphasis on a retiree’s ability to maximize their Social Security benefits and make their personal savings last.  Having a better understanding of the Social Security system and how it works will put retirees in a better long term position.  This event will reveal some important items every retiree should know, regardless of whether they have begun drawing on Social Security or not.

Topics to be discussed include:

  • Strategies to maximize your Social Security benefits
  • How you may be able to avoid paying taxes on Social Security benefits
  • Factors to consider when applying for Social Security.
  • How benefits are calculated…and simple ways to increase them.
  • The current state of the Social Security system…what might happen in the future?
  • How to coordinate Social Security benefits with your spouse.

Each topic will be presented in better detail at the presentation. Not all strategies discussed are suitable for all attendees. Please consult a legal or tax advisor for your specific situation.
Not affiliated with or endorsed by any government agency.


 

Thursday, September 19, 2019 - 6:30pm - 8:00pm

Location: Best Western Premier Plaza Hotel, 620 South Hill Park Drive, Puyallup, WA 98373

Thursday, October 24, 2019 - 6:30pm - 8:00pm

Location: Best Western Premier Plaza Hotel, 620 South Hill Park Drive, Puyallup, WA 98373

Thursday, December 12, 2019 - 6:30pm - 8:00pm

Location: Best Western Premier Plaza Hotel, 620 South Hill Park Drive, Puyallup, WA 98373

Click the button to fill out this form to register for our upcoming events:

Register for Events

 

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone:  (253) 848-2840
Toll Free: (800) 223-8945
Fax: (253) 848-0207
Email: info@tahomaadvisory.com

315 39th Ave SW #5, Puyallup, WA 98373

Office Hours:
Monday-Thursday: 8:00am-4:00pm
Friday: 8:00am-2:00pm

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Don Coplin, Levi Edgecombe, Mike Smolko, and Drew Coplin are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org  A Registered Investment Adviser Located at 6020 E. Fulton St., Ada, MI 49301. Tahoma Advisory Group is not affiliated with USA Financial Securities.

Levi Edgecombe, Donald Coplin, Mike Smolko, Drew Coplin are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include:(Don: AZ;CA;CO;CT;FL;GA;ID;IL;MO;MT;NC;NH;NY;OK;OR;PA;TX;VA;WA) (Levi: AK;AZ;CA;CO;CT;FL;GA;ID;IL;MO;MT;NC;NH;NY;OK;OR;PA;TX;VA;WA) (Mike: OK;WA) (Drew: OK;WA). For investment advisory services these states include: (Don: AZ;CA;CO;CT;FL;ID;IL;MO;MT;NC;NH;OK;OR;PA;TX;VA;WA)  (Levi: AK;AZ;CA;CO;CT;FL;ID;IL;MO;MT;NC;NH;OK;OR;PA;TX;VA;WA) (Mike: AZ;CA;OK;WA) (Drew: AZ;CA;OK;WA). Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation

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Status as a member of the H.S. Dent Advisor Network does not imply a certain level of skill or training.

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