13
Nov
Savvy Social Security and Lifetime Income Planning and Medicare
Description
Take control of your financial future and make informed decisions that could increase your lifetime benefits by thousands. All participants will receive a comprehensive Savvy Social Security and Lifetime Income Planning Guide (over 40 pages) with actionable strategies and implementation tools.
- Professional insights
Gain knowledge from seasoned financial professionals with deep expertise in Social Security strategies.
- Strategic planning
Learn actionable strategies to maximize your Social Security benefits.
- Personalized Advice
Understand how to tailor Social Security decisions to your unique situation.
Date and Time
Fri, Nov 13, 2026
10:00a - 12:00p PST
Location
Museum of History Benicia
2024 Camel Road
Benicia ,
CA
94510
Advisory Services through United Planners Financial Services, Member SIPC and a SEC Registered Investment Advisor. Tandem Financial Advisors and United Planners are not affiliated. Events are for educational purposes only. The information and any strategies presented may not be appropriate for every investor. Individual clients should review their situation with their financial professional.