What, When, Who, How? The Social Security Decisions

In this webinar, we’ll be taking a look at three things:

  • ​​​​​​​At what point can you no longer live comfortably without those benefits?
  • How to potentially optimize the amount of income you receive for the length of time you need it?
  • Uncover ways to potentially add to your lifetime benefits and determine potential ways to optimize your payout

    Miller Retirement Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Miller Retirement Group are not affiliated companies. 

    Throughout the presentation, we may generally discuss different financial vehicles; however, nothing I say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

    Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. 

    At the end of the presentation, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship. 00833004 03/21

  • Nate Miller

    Financial Adviser and Insurance Professional

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