|
January 8, 2026
5:30pm to 7:00pm (ZOOM)
|
|
|
Unlock the Full Potential of Your Social Security Benefits
Presented by:
Kinley Wong, CRPC
Bridges Wealth Strategies
1 Hour of MCLE Continuing Education Credit Offered
|
|
Join us on January 8th from 5:30 PM to 7:00 PM for an informative virtual presentation where you’ll discover the FOUR Social Security Benefit MISTAKES that many individuals make and how to avoid them.
Whether you are nearing retirement, already collecting benefits, or helping a family member prepare, this program will provide essential insights to help you make informed decisions.
During this session, you will learn:
-
How to avoid the costly mistake of claiming retirement benefits too early
-
Strategies to prepare for widow’s Social Security survivor benefits
-
What divorced spouses need to know to avoid missing valuable survivor benefits
-
Key factors to consider when applying for Social Security to help maximize your lifetime income
Are you confident in your Social Security strategy?
Understanding your options and the tools available can help you maximize the benefits you’ve earned through years of hard work.
Don’t miss this opportunity to gain clarity, avoid common pitfalls, and improve your long-term financial plan!
Kinley Wong, CRPC
Financial Planner
-
- 23+ years of experience
- CRPC designation
- Licensed: Series 7, 65, 63, and 6
ZOOM WEBINAR SCHEDULE
January 8, 2026
5:30pm - Webinar Open/ 20 minutes of Networking
5:50pm - Sponsor talk
5:55pm- Speaker Program
7:00pm- Webinar Concludes
COST
Members - $25 | Guests - $35
*ZOOM Link will be included in your confirmation email*
A SPECIAL THANKS TO OUR SPONSOR
Thomas Kerrins, Mortgage Broker
Square One Financial
(925) 575-4455
startatsquare1@gmail.com
|
The Tri-Valley Estate Planning Council is a multi-disciplinary group of estate planning and related professionals focused on delivering exceptional services to clients by providing and strengthening:
Cutting-edge continuing education to develop best practices in estate planning, wealth preservation and legacy; Communication and collaboration with peers across disciplines; A reliable network of referral sources with experienced, like-minded professionals.
|
|
