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Upcoming Events

June 6th, 2024

Social Security: Seven keys to Enhancing Your Benefits

When: June 6th, 2024. Thursday. 03:30 PM to 04:30 PM PST.

Special Guest Speaker: Andrew Beltowski – Retirement Consultant, Allianz
Many underestimate the importance of social security income in retirement. Two thirds of Americans depend on SSI as their primary source of retirement income. It is not going anywhere. YOU have paid into this government run annuity for over 35 years. Why would you not learn how to optimize your lifetime income? For anyone, and especially a married couple, making the wrong choices can mean leaving many hundreds of thousands of dollars on the table during their retirement years.

Social Security continues to play an important role in a retirement strategy. Is yours taking full advantage of what Social Security offers?
Together, let’s rethink your retirement.

In this webinar, we’ll share seven keys to enhancing Social Security benefits, such as:

  • Keys to help you understand the basics of Social Security, including when to consider taking benefits
  • Keys that take a deeper dive into Social Security, such as working in retirement
  • Finally, taking the next step by rethinking retirement strategies

This content is for general informational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Attendees are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations, or to go to their local Social Security Administration office regarding their particular situation.

Andrew Beltowski and Allianz are not affiliated with Capital V Group or LPL Financial. Arvind Ven is a Registered Representative with, and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. Financial planning offered through Capital V Group, a registered investment advisor and a separate entity from LPL Financial.

 Some Past Events

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When: Monday, November 6th at 4:00pm PST

Where: Online Event.

September 14, 2021

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When: Tuesday, September 14, 2021 from 12:00 PM to 1:00 PM PDT

Where: Online Event.

November 17, 2022

Educational Virtual Webinar

When: Thursday, March 17th at 12:00pm PST

Where: Online Event.

June 3, 2021

Six Barriers to Investment Success and How to Overcome Them

When: Thursday, June 3rd at 5:00pm PDT

Where: Online Event.

March 17, 2022

ARK's Big Ideas of the Future

When: Thursday, March 17th at 12:00pm PDT

Where: Online Event.

May 19, 2021

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When: Wednesday May 19th 4:00pm PDT

Where: Online Event.

February 11, 2021

Rethinking Retirement: Top IRA Mistakes Made and How to Avoid Them

When: Thursday, February 11th, 4:00pm PDT

Where: Online Event.

January 19, 2021

The Importance of Having an Estate Plan

When: Tuesday January 19th, 4:00pm PDT

Where: Online Event.

October 27, 2020

Women and Investing: Why it is important for women to take charge of their financial future?

When: Tuesday, October 27, 2020 from 4:00 PM to 5:00 PM PDT

Where: Online Event.

May 12, 2021

The Importance of Having an Estate Plan

When: Wednesday May 12th, 4:00pm PDT

Where: Online Event.

January 26, 2021

Why Generational Wealth Transfers Fail and How to Avoid It

When: Tuesday January 26th, 4:00pm PDT

Where: Online Event.

October 29, 2020

Investing During Election Years – and Beyond

When: Thursday October 29th, 4:00pm PDT

Where: Online Event.

February 23, 2021

Rethinking Retirement: Social Security Income - 7 Keys to Enhancing Benefits

When: Tuesday, February 23rd at 4:00pm PDT

Where: Online Event.

January 13, 2021

Taxation Impact of PPP Loan Forgiveness and of CA Proposition 19

When: Wednesday January 13th, 4:00pm PDT

Where: Online Event.

February 13, 2020

Taking Ownership Of Your Retirement Plan

When: February 13th, 2020, Thursday. 12 PM to 1 PM

Where: Los Altos Chamber of Commerce321 University Ave.Los Altos, CA 94022