The Wright Legacy Group, LLC | Investment Services

The Wright Legacy Group, LLC is an independent registered investment advisory firm. Our aim is to provide security and confidence for your financial future. We will work with you to determine your financial needs. We set goals and implement a strategy that will allow you to look toward the future with confidence. We find success with every client, by working with their best interest in mind. Simply put, doing the right thing pays off. We will help you secure your financial future and grow your assets by taking the complex and making it simple, giving you confidence and control. Let us help you do the right thing.

A Boomer’s Guide to Social Security

Complimentary Informational Workshop

Social Security Got You Worried?
Don’t Leave Thousands of Dollars on the Table - Make an Informed Decision
After being told for years that Social Security is “going broke,” baby boomers are realizing that it will soon be their turn to collect. The decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime – sometimes amounting to tens-of-thousands of dollars.
Social Security can potentially be one of your most valuable sources of retirement income, yet many retirees (and those nearing retirement) do not understand how their Social Security benefits really work, or realize the options available to them. You and your spouse are invited to join us for a complimentary educational work-shop where we will discuss ways to optimize your Retirement Income stream for life!
Below are some of the important topics we’ll cover:
• Five (5) factors to consider when deciding when to apply for benefits.
• How to reduce or eliminate taxes on your Social Security Retirement benefits.
• How to maximize potential by properly coordinating social security benefits with your spouse.
• How delaying your benefits can mean more money in your pocket.
• How to integrate Social Security with your other sources of Retirement Income.
• Will Social Security provide sufficient income to live on in Retirement?

Please join us at…

The Glenmary Clubhouse

Tuesday, May 7, 6:30 PM  -OR-  Thursday, May 9, 6:30 PM

Presented by Steve Wright , Investment Advisor

and  Roman Bozio, Insurance Associate

Seating is limited, reservations are  required.

Call to confirm your seat today!

270.723.2225

Please arrive 15 minutes early. Spouses are urged to attend.