Timely Event at North Branch - Weber County Library in North Ogden, UT

Maximizing Social Security Benefits & Minimizing Taxes

Strategies to Help Increase Your Income and Reduce Taxation in Retirement

Event Details

North Branch – Weber County Library
475 E 2600 N
North Ogden, UT 84414

Event Options:

– Tuesday, May 20 at 6:00 p.m.

– Wednesday, May 21 at 6:00 p.m.

Seating is limited. There is no charge to attend!

Event Details

North Branch – Weber County Library
475 E 2600 N
North Ogden, UT 84414

Event Options:

– Tuesday, May 20 at 6:00 p.m.

– Wednesday, May 21 at 6:00 p.m.

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 North Branch – Weber County 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

Trent Dransfield, RFC, CFE | Dransfield & Associates
Trent has been a Retirement Specialist for the past twenty-three years and has run and owned offices in Southern Utah, Northern Utah and Idaho. Trent is currently a member of the Certified Fraud Examiners, Council of the Financial Educators as well as a Registered Financial Consultant.

He has great passion in further assisting his clients and treating them the way he would like to be treated! He has earned three different degrees from Universities, including one in the medical field of Physical Therapy, where he learned the value of really connecting with his patients and now with his clients. Trent has a beautiful family with seven children and loves life!  He has currently finished his Masters Degree as well and loves to continually pursue the excitement of learning!  He believes strongly the importance of increasing education to the public in retirement while teaching objectively the true principles while weeding out the sugar coating out there. We welcome you to the event!

© 2025 Taxes Declassified | Privacy Policy

Dransfield & Associates offers insurance products and services. Dransfield & Associates and Your Retirement Reality are unaffiliated companies. Licensed Insurance Professional.

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.