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Events

Seminar

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Social Security: The Choice of a Lifetime

(Next Seminar ~ Spring 2025)

 

How - and when - you file could increase your annual benefit by as much as 80%.

 

Filing for Social Security benefits is one of the biggest financial decisions you’ll make. That’s why we call it the choice of a lifetime. At this Social Security benefits seminar, we learned many filing rules and strategies to make the choice that fits with your overall retirement income plan.  Webinar to be available soon!
 

You can download your statement at the Social Security website: ssa.gov/myaccount and start planning now. 

 

We will be having another Seminar in 2025.  â€‹Feel free to CONTACT US for more information.

The Social Security 360 Analyzer  (powered by Nationwide®) can help you and your financial professional or Retirement Specialist prepare a strategy to help optimize your benefits.

 

The Analyzer is a powerful tool designed to calculate personalized filing strategy options that could help you have more monthly retirement income, more ways to fight inflation, and more income security for a surviving spouse or heirs

 

After filling out, please email the forms to tomgilliam@carillongroup.com.  Thank you so much.

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                                                                      CLICK BELOW

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We look forward to hearing from you...

641 Cepi Drive 

Chesterfield, MO

63005-1269

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 *Representatives offer products and services using the following business names: Carillon Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Carillon Group or any other entity mentioned herein.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

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