Maximizing your Social Security Benefits & Retirement Income

Lafayette Library - Arts & Science Center

Lafayette Library - Arts & Science Center

3491 Mt. Diablo Blvd - Mezzanine Level, Lafayette, CA 94549




Upcoming Seminars




This event is no longer available.




Coordinating Social Security and Retirement Income in a Tax Efficient Manner


Why isn't anyone talking about how to convert my retirement accounts into retirement income?


If the thought of retirement seems more intimidating than exciting, you’re not alone! By breaking the retirement planning process into smaller, more manageable pieces, you can take the steps towards protecting and maximizing your hard-earned money.


Please Join us for this complimentary informational seminar at Lafayette Library - Arts & Science Center. We will discuss how to create a solid life after work plan.

Seating is limited, so sign up today!


Did you know?

  • Before and during retirement, it is important to develop and adhere to a sound financial strategy that helps you weather market fluctuates
  • A couple will spend an estimated $245,000 on healthcare throughout retirement
  • Inflation can lower the value of your savings from year to year
  • Nearly 60% of retirees don’t budget for entertainment and activities

We will be discussing:

  • Increase your Social Security and Pension income
  • Reduce Market Risk and still have good returns on your retirement savings
  • Create a Retirement Income Plan to ensure you never run out of money
  • Use the right technology to make your retirement easier to manage
  • Protect your wealth from poor health

When it comes to retirement income, growth, and inheritance planning, you may not be able to predict the future, but you can educate yourself and prepare for it!

Spouses are encouraged to attend!

Seating is limited. Register now!

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This event is no longer available.





Y.R.T. is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these events. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one on one with our specialists.


Adults only please. Not affiliated with the Social Security Administration or any government agency.