Timely Event at Yorba Linda Public Library in Yorba Linda, CA

Social Security

The Basics You Need to Know to Maximize Your Benefits

Event Details

Yorba Linda Public Library
4852 Lakeview Ave
Yorba Linda, CA 92886

Event Options:

– Monday, May 19 at 6:30 p.m.

– Tuesday, May 20 at 6:30 p.m.

RSVP NOW!

Seating is limited. There is no charge to attend!

Event Details

Yorba Linda Public Library
4852 Lakeview Ave
Yorba Linda, CA 92886

Event Options:

– Monday, May 19 at 6:30 p.m.

– Tuesday, May 20 at 6:30 p.m.

RSVP NOW!

Seating is limited. There is no charge to attend!

Do you have a plan to help maximize your Social Security benefits and minimize your taxes? Social Security may be one of the largest sources of income in retirement while taxes may be one of the largest expenses. Not properly planning for both can lead to less income in retirement.

Join us for a special event at Yorba Linda Public Library where we will discuss the following important topics:

  • What’s new and changing for Social Security and taxes in 2025.
  • The changing financial landscape for those approaching retirement.
  • The impact that proposed changes to tax laws, market volatility, high interest rates and rising inflation may have on your retirement income.²
  • Why taxes can be one of your biggest retirement expenses without a proper plan in place.
  • Immediate, actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
  • How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
  • Claiming strategies, common mistakes to avoid and planning techniques to help you maximize your Social Security benefits.
  • How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
  • Planning for longevity, inflation, and future tax increases to ensure you won’t OUTLIVE your money in retirement.
  • And MUCH more!

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

Do you have a strategy to maximize your Social Security benefits?
Don’t miss this information-packed event!

Days
Hours
Minutes
Seconds
Why attend?

This presentation combines two empowering elements:

Professional Insight

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a no-cost retirement snapshot analysis for your current strategy that will help you understand the best time to take Social Security.

Claiming Your Social Security Benefits at the Wrong Age May Significantly Reduce Your Benefits

Don’t miss the chance to learn how to MAXIMIZE SOCIAL SECURITY and REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.

Cropped shot of a senior couple sitting together and going over their financial documents together in their home

Meet Your Host

Bradley Shammas, CFP®, CPFA | Founder | IWM Financial
I’ve worked in the finance industry since 2009. That wasn’t the best time to start a career in banking and finance, but I loved it.

I choose to spend my time not just on investments, which is particularly important when investing in retirement, but spending my time talking about financial planning. Discussing how to reach dreams and goals, spending time with kids, with grandkids, and traveling in retirement. The investment side is important, but how we use those investments in life is more important.

In 2016, I launched Intentional Wealth Management, IWM Financial, with the goal to “Plan First, and Invest Second”.

We work out of Orange County and Riverside.

We work on retirement planning and retirement plans.

We help our clients plan around taxes, plan for income, and plan to retire with clarity and confidence.

We value the Certified Financial Planner™ designation and CFP® marks.

We volunteer and support the Financial Planning Association.

We proudly have faith-based financial planning roots.

When I’m not serving retirement plans, I spend my time with my beautiful wife and kids (Penelope and Alexander) in our home city of Riverside.
Sign Up Now!

© 2025 Taxes Declassified | Privacy Policy

CA License #: 0H61003

Securities and Advisory Services are offered through CreativeOne Securities, LLC. Member FINRA/SIPC and an investment advisor. IWM Financial, Inc. and CreativeOne Securities, LLC and Your Retirement Reality are not affiliated. Licensed insurance professional.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.