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Social Security - Lake Stevens

Tue, Sep 09

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Lake Stevens

Social Security is one of the most valuable income sources available to retirees. Understanding your options and the potential cost of your decisions can have a tremendous impact on your total benefit. The Maximizing Social Security workshop is designed to help you understand your options.

Social Security - Lake Stevens
Social Security - Lake Stevens

Time & Location

Sep 09, 2025, 5:00 PM – 6:30 PM

Lake Stevens, 2211 Grade Rd, Lake Stevens, WA 98258, USA

Guests

About the event

Social Security is one of the most valuable income sources available to retirees. Understanding your options and the potential cost of your decisions can have a tremendous impact on your total benefit. The Maximizing Social Security workshop is designed to help you understand your options as they pertain to:

1. The complexities of the system and why it’s crucial to make the right claiming decisions.

2. The role Social Security plays in your overall

retirement income.

3. The monetary consequences and benefits of claiming early versus delaying.

4. The key spousal decisions and benefits surrounding marriage, divorce, and death.

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Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Harbour View Advisors. Harbour View Advisors is a separate and unaffiliated entity from Simplicity Wealth.
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