Unlock the secrets to maximizing your Social Security benefits during our seminar "Making the Most of Social Security"

Unlock the secrets to maximizing your Social Security benefits during our seminar

Major Challenges

MAXIMIZING BENEFITS

Understand the best time to claim Social Security to get the most out of your benefits.

COMPLEX CALCULATIONS

Navigate the complexities of how benefits are calculated and adjusted.

TAX IMPLICATIONS

Manage the tax impact on your Social Security income.

COORDINATING WITH OTHER INCOME

Integrate Social Security with other retirement income sources for optimal results.

Why you should attend

1. Expert Insights

Gain knowledge from seasoned financial professionals with deep expertise in Social Security strategies.

2. Strategic Planning

Learn actionable strategies to maximize your Social Security benefits.

3. Personalized Advice

Understand how to tailor Social Security decisions to your unique situation.

LIMITED SPOTS ARE AVAILABLE

Library! at Cole & Ustick
7557 W Ustick Rd,

Boise, ID 83704

Tuesday, August 12
5:00 PM

YOU CAN BRING ALONG A GUEST TO ATTEND THE WORKSHOP FOR FREE!

Session Topics

TRUE VALUE OF SOCIAL SECURITY

Explore the long-term financial benefits of Social Security.

BENEFIT CALCULATIONS

Understand how your benefits are calculated based on your earnings history.

OPTIMAL TIMING

Discover the best time to apply for Social Security to maximize your income.

STRATEGIES FOR MAXIMIZATION

Learn five key strategies to increase your Social Security benefits.

Reese Phillips

Founder & President

I’m an investor at heart, whether that investment is in real estate, business, a cause, or people—especially people.

As a licensed Social Security advisor and Registered Social Security Analyst (RSSA), I specialize in helping individuals and couples make informed, strategic decisions about their Social Security benefits.

Through in-depth analysis and personalized guidance, I help clients uncover opportunities to increase their lifetime income, avoid costly mistakes, and plan for retirement with confidence.

While I also assist with Medicare and Medicaid planning, my primary focus is Social Security. At Preferred Senior Benefits, we believe in clear communication, one-on-one support, and putting people first. I work closely with each client to simplify complex decisions, align strategies with long-term financial goals, and deliver peace of mind every step of the way.