Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. MArk Advisory LLC is not a subsidiary or affiliate of MML Investors Services, LLC. 250 West 34th Street One Penn Plaza Suite 2035 New York, NY 10119-0002 Phone: (212) 736-2001. CRN202607-4260353
Featured Event
Unlocking Secrets to Social Security Retirement Benefits
Presented By: David G. Freitag, CLU®, ChFC®, CRPC® Advanced Concepts Design Group of Massachusetts Mutual Life Insurance Company
Virtual
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Description: Mark Advisory LLC proudly presents an exclusive webinar to unravel the intricacies of Social Security Retirement Benefits with our esteemed guest speaker, David G. Freitag, a distinguished financial expert from the Advanced Concepts Design Group of MassMutual. Whether you are contemplating early benefits at age 62 or considering a strategic delay, David will guide you through the labyrinth of options and help you discover the routes that lead to maximized benefits and secured financial futures.
In this insightful and comprehensive webinar, David will illuminate the obscured aspects and alternatives of Social Security, enabling you to make enlightened and favorable decisions tailored to your unique circumstances and objectives. In an era brimming with financial complexities, mastering the art of maximizing your benefits is crucial for achieving financial serenity in retirement.
What You’ll Learn:
- A Brief History & Fun Facts: Traverse the origins and intriguing facts of Social Security.
- Social Security Today: Comprehend the current stance and significance of Social Security in your financial landscape.
- Filing Strategies & Considerations: Investigate the varied filing strategies and essential considerations influencing them.
- Social Security and Taxes: Understand the intersection of your benefits and tax responsibilities.
- Decision-making Synthesis: Synthesize the acquired knowledge to formulate decisions that resonate with your goals and necessities.
Who Should Attend:
- Clients and individuals of Mark Advisory LLC keen on fortifying their retirement plans.
- Anyone interested in enhancing their knowledge of Social Security retirement benefits to bolster their financial resilience.
Join us, alongside David, for a meticulous exploration of Social Security and equip yourself with the vital knowledge to make astute choices regarding your retirement planning. Together, let’s navigate the myriad of possibilities and construct a prosperous and secure financial future!