Savvy Social Security in Thousand Oaks, CA - Coastal Wealth Advisors, Financial Advisors

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Savvy Social Security

Location: Virtual

Date: 2025-02-19T02:30:00

Savvy Social Security

Careful planning can help you get the most out of your Social Security benefits. Join us as we cover these common questions.

When should I file for Social Security benefits?

If I file and continue to work, how will my benefits be affected?

Will I pay taxes on Social Security benefits?

Savvy Social Security is a free workshop from Thrivent that will help you determine the ideal time to apply and ways to help maximize your Social Security benefits while minimizing taxes on those benefits.

No products will be sold.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

How can you register for this event?

You can register to the event at this link https://thrivent.zoom.us/webinar/register/WN_MytuHycmT1qXi7QWrCo3Tw?_gl=1*hhxejo*_gcl_au*MTczNjc0ODIyLjE3MzQ2MjA0MDg.*_ga*MTE0MTUxNzQ1Ny4xNzI0MDk5Njg5*_ga_L8TBF28DDX*MTczNDYyMDQwNy4xNjYuMS4xNzM0NjIyMzc2LjAuMC4w#/registration

No products will be sold.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Thrivent financial advisors and professionals may choose to brand as a team using a unique marketing name. This marketing name is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank, or separate legal entity.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.

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