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Social security webinars

Learn how to get the most from your benefits in this complimentary session.

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What we’ll cover

Social security overview
Learn about the program and its benefits.
Tips for success
Understand how things like timing, filing strategies and your work status come into play.
Q&A
If you’re curious about something we didn’t cover, we’d love to take your questions!

 

Social Security Essentials: Maximize Your Benefits

Meet your speaker

Walter Mego headshot

Walter Mego
Desert Financial Wealth Management

Get in touch with our team

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Schedule an appointment

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Give us a call

(602) 336-5531, option 4

Wealth Management:

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Securities offered through Raymond James Financial Services, Inc., Member FINRA SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Desert Financial Credit Union and Desert Financial Wealth Management are not registered brokers/dealers and are independent of Raymond James Financial Services. 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.  

 

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Desert Financial does not endorse and is not responsible for the content, links, accessibility, or security of any external website. The privacy and security policies of Desert Financial do not apply to the linked website. We encourage you to review these policies upon visiting the linked site to see how they apply to you.