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Social Security Planning: 5 Strategies Retirees Must Know To Maximize Their Income With Michael Burleigh

Thu, Oct 14, 2021 · 6:30 PM · Eastern Time (US & Canada)
About This Webinar

Discover from Michael Burleigh how to avoid one of the most common retirement: Running out of money before running out of life as a result of poor Social Security income planning.

During this 25-minute information session, you will learn:

- How current legislation may impact your retirement income.

- When and how to apply for Social Security based on your financial goals.

- The basics of Social Security and how it impacts your other retirement investments.

- Tax saving strategies to help minimize what you pay to the IRS.

- Information that you must know based on your relationship status; whether you are single, married, or divorced.

Peak Capital Management utilizes Sound Income Strategies, LLC for sub-advisory services. Peak Capital Management is a franchisee of The Retirement Income Store®, LLC. The Retirement Income Store®, LLC and Sound Income Strategies, LLC are associated entities.

Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Registered Investment Advisor
Michael is a hands-on advisor who takes great pleasure in providing guidance to retirees and individuals who are fast approaching retirement.

He started his career in the financial services industry in 1986, branching out to form his own company three years later. Since that time, he has had the privilege of meeting with over 2,500 people who are nearing retirement or already enjoying it.

Michael is a Registered Investment Advisor and Licensed Insurance Professional. Since opening his own firm over 20 years ago, Michael has been on a mission to help protect clients’ capital.

Unlike many advisors, who are mentally stuck in the 1990s with their aggressive strategies, Michael specializes in conservative strategies that are likely to provide a steady and reliable return.
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