Think Social Security is too small to matter? Think again. For high-net-worth individuals, Social Security can play a surprisingly strategic role in preserving wealth, reducing taxes, and optimizing retirement income. In just 30 minutes, we’ll walk through the most overlooked—but powerful—strategies affluent retirees can use to make the most of their benefits.
Whether you’re nearing retirement or already collecting, this session is packed with smart, actionable insights.
Date Recorded: 6/12/2025
Disclosure:
WWM Financial is an SEC Registered Investment Advisor
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry and how we may be able to assist. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. As always please remember investing involves risk and possible loss of principal capital. Tax considerations presented may not be appropriate every individual circumstance. A tax professional should be consulted before making any decisions about your tax liability. wwmfinancial.com | 760.692.5190
