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Social Security Workshop - Town Center West

Tue, Aug 12

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Hailey Town Center West

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

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Social Security Workshop - Town Center West
Social Security Workshop - Town Center West

Time & Location

Aug 12, 2025, 6:30 PM – 8:00 PM

Hailey Town Center West, 116 S River St, Hailey, ID 83333, 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 you.


Hosted by Sean Bolen, CRPC, a second generation wealth manager with over a decade of experience in retirement focused financial planning. Sean is a graduate of Cal Poly SLO and Marylhurst University (MBA)


During the presenation, Sean Bolen will address the following topics:


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.

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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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