1/8/26 TVEPC General ZOOM Program

T: 925.778.1165   |   F: 925.778.1163   |   E: TriValleyEPC@gmail.com

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
   

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