Are you retired or close to retirement?

Join us for our FREE virtual seminar on:

What’s New With Social Security?

Five Things to Watch in 2022

Windfall Elimination Provision (WEP)

We'll Be LIVE Online

Thursday, JUNE 16, 2022

@ 5:00pm PDT


Savvy Social Security Planning - WEP may apply to you if you receive a pension from a non-Social Security covered job—that is, a job in which you did not pay into Social Security. If you also have enough credits to qualify for Social Security, your Social Security benefit may be reduced under the Windfall Elimination Provision (WEP).

You Have Questions?

  • How to calculate WEP and how it works for Educators/School Employees?

  • How will the Social Security cost-of-living adjustment affect my benefit in 2022?

  • How much can I earn before benefits will be withheld?

  • What will my Medicare premium be?

  • How can I reduce taxes on my Social Security benefits?

In Just One Hour, We'll Cover:

  • How WEP works if you receive a pension from a non-Social Security covered job – that is, a job in which you did not pay into Social Security
  • The 2022 cost-of-living adjustment
  • 2022 Earnings Test
  • How to maximize Social Security benefits
  • Update on Social Security claiming strategies
  • How this year’s automatic adjustments affect your financial plans
  • How to reduce or avoid taxes on your Social Security benefits
  • How to manage your income to avoid high Medicare premiums
  • The latest rules affecting Social Security claiming strategies

All attendees will receive a WEP guide and complimentary personalized analysis of their Social Security/WEP Benefits showing the “Best & Worst” scenarios.

About Your Host: Angelica Roxas

  • An astute professional who has 21+ years experience as an Investment Advisor Representative
  • Registered with California Tax Education Council (CTEC)
  • Certified in Social Security Claiming Strategies
  • Founder and President of Strategic Asset Preservation, Inc.
  • Recognized and published by Forbes for her Social Security expertise
  • Holds the industry’s most prestigious Social Security designation through being a loyal member of the NSSA – (National Social Security Advisor).
  • She has been recognized in the Wall Street Journal for her leadership role.

This FREE Training is Only Available for a Limited Time,

Don't Miss Out!

Start Securing Your Retirement Future!

Investment advisory services are offered through Optivise Advisory Services, LLC a SEC Recognized Investment Advisor.

Optivise and Strategic Asset Preservation, Inc are independent of one another.