Wednesday, July 30th 5:00 PM PST
Reserve Your Spot
Discover from
Brian Garcia & Marco Esquivel
some of the biggest developments to social security and Medicare...
How did new Social Security laws affect your retirement strategy?
Why waiting to take Social Security may or may not be your best move.
What happens if your spouse is still working?
What if you still are or want to work part-time?
What if you are divorced or widowed?
How to maximize your Social Security benefits
How you can reduce taxes on Social Security.
Is "File and Suspend" really gone?
How and when should I sign up for Medicare?
What do I need to know before enrolling in a Medicare plan?
What are Medicare parts A, B, C, and D?
Medicare coverage, cost and the need for supplemental insurance.
What you need to know during open enrollment.
Will you have an Income Related Monthly Adjustment?
How to use Medicare to pay for Hospital visits, doctor appointments and pay for prescription drugs 2019 RX Gap
How to get extra assistance paying for prescription drugs in retirement.
Which plan is right for you.
Presented By Brian Garcia & Marco Esquivel
NPN #139616871
As a former social worker specializing in financial abuse, I have witnessed firsthand the critical importance of safeguarding one’s financial future. This experience has driven my commitment to helping individuals and families protect their assets and navigate the complexities of financial planning. With a deep passion for education and empowerment, I have devoted my career to equipping clients with the knowledge they need to make informed decisions about their financial well-being. My goal is to provide you with the tools necessary to secure your nest egg and optimize your lifetime income options. I invite you to join me in exploring tailored strategies such as social security updates, Required Minimum distributions, retirement guidance and lifetime income solutions, designed to enhance your financial security and peace of mind. Together, we can create a roadmap that aligns with your long-term goals, ensuring you feel confident and supported every step of the way. Thank you for considering me as your trusted partner in navigating your financial journey. Best regards, Brian Garcia, CFP
Discover from Brian Garcia & Marco Esquivel some of the biggest developments to social security and Medicare...
How do new Social Security laws affect your retirement strategy?
Why waiting to take Social Security may or may not be your best move.
What happens if your spouse is still working?
What if you still are or want to work part-time?
What if you are divorced or widowed?
How to maximize your Social Security benefits.
How you can reduce taxes on Social Security.
Is "File and Suspend" really gone?
How and when should I sign up for Medicare?
What do I need to know before enrolling in a Medicare plan?
What are Medicare parts A, B, C, and D?
Medicare coverage, cost and the need for supplemental insurance.
What you need to know during open enrollment.
Will you have an Income Related Monthly Adjustment?
How to use Medicare to pay for Hospital visits, doctor appointments and pay for prescription drugs 2019 RX Gap
How to get extra assistance paying for prescription drugs in retirement.
Which plan is right for you.
Reserve Your Spot
Presented By Brian Garcia & Marco Esquivel
NPN #139616871
As a former social worker specializing in financial abuse, I have witnessed firsthand the critical importance of safeguarding one’s financial future. This experience has driven my commitment to helping individuals and families protect their assets and navigate the complexities of financial planning. With a deep passion for education and empowerment, I have devoted my career to equipping clients with the knowledge they need to make informed decisions about their financial well-being. My goal is to provide you with the tools necessary to secure your nest egg and optimize your lifetime income options. I invite you to join me in exploring tailored strategies such as social security updates, Required Minimum distributions, retirement guidance and lifetime income solutions, designed to enhance your financial security and peace of mind. Together, we can create a roadmap that aligns with your long-term goals, ensuring you feel confident and supported every step of the way. Thank you for considering me as your trusted partner in navigating your financial journey. Best regards, Brian Garcia, CFP
Join us from the comfort of your couch.
View on your computer, tablet, or phone!
Join us from the comfort of your couch.
View on your computer, tablet, or phone!
How to potentially reduce taxation on your Social Security after you start receiving your benefits.
How you can potentially fill the gap between Social Security and your desired Retirement Income.
How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.
How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.
Learn strategies that teach you how to structure RMD’s Tax Efficiently.
These are just a few essential points covered in this EXCLUSIVE ONLINE presentation!
During these times it's important not to be frozen by fear or complacency.
Don't fall into the trap of thinking that congress, the fed or even financial advisors are going to fix retirement.
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