The Social Security eligibility rules are generally the same for everyone – but no one’s life, retirement goals, or financial needs are exactly the same.
Please join McCarthy Wealth Management for a complimentary webinar on Social Security where we will discuss the following topics:
- When to take Social Security for maximum optimization
- Understanding the impact of early or delayed retirement, earned income, and taxation
- Discussion of survivor and dependent benefits
- Question and Answer session
When: Thursday, November 9, 2023
2:30 pm - 3:30 pm PST
Where: This virtual webinar will be conducted via Zoom
Hosted By: McCarthy Wealth Management
Our guest speaker, Michelle O’Haren, is a Senior Retirement Strategies Group Consultant with Pacific Life Insurance Company. She possesses over 25 years of industry experience, including financial planning and wealth management. She began her career in the tax department of KPMG, before running financial planning groups for two major insurance companies, as well as advanced planning and education roles with a broker-dealer firm and financial services company.
This is an open webinar. Please feel free to share this invitation with others interested in learning more about Social Security. Those attending will have the opportunity to receive a Starbucks gift card.
Date and Time
Thu, Nov 09, 2023
2:30p - 3:30p PST