Social Security Benefits at Casa Rondena Winery

Join us for a seminar about the ins and outs of Social Security benefits at Casa Rondena Winery. Hors d'oeuvres, wine, and pizza will be provided.  

Open House for veterans

Join us for an open house honoring veterans at the Albuquerque branch, where we’d like to personally show our appreciation for your service to our country. Family members are welcome. Food and beverages will be provided.

Savvy Social Security at Casa Rondena Winery

The Savvy Social Security presentation is geared towards Baby Boomers thinking about retirement. They've probably paid Social Security tax for decades. In fact, we all pay in every time we get a paycheck, yet most of us don't really understand how the system works. There are hundreds of different ways to claim and people are leaving money on the table due to lack of education. This presentation bridges the information gap and allows for informed, educated decision making.

Topics covered include:

• When to start taking Social Security
• How much you can expect to receive
• How COLAs (Cost of Living Adjustments) affect your benefits
• The ramifications of a spouse's death on benefits
• How do former marriages affect benefits
• What strategies are allowed to maximize benefits
• The changes to Social Security based on Congress' new budget bill
• How Social Security can be aligned with retirement plans

Social Security Benefits at Casa Rondena Winery

Join us for a seminar about the ins and outs of Social Security benefits at Casa Rondena Winery. Hors d'oeuvres, wine, and pizza will be provided.  

Open House for veterans

Join us for an open house honoring veterans at the Albuquerque branch, where we’d like to personally show our appreciation for your service to our country. Family members are welcome. Food and beverages will be provided.

Savvy Social Security at Casa Rondena Winery

The Savvy Social Security presentation is geared towards Baby Boomers thinking about retirement. They've probably paid Social Security tax for decades. In fact, we all pay in every time we get a paycheck, yet most of us don't really understand how the system works. There are hundreds of different ways to claim and people are leaving money on the table due to lack of education. This presentation bridges the information gap and allows for informed, educated decision making.

Topics covered include:

• When to start taking Social Security
• How much you can expect to receive
• How COLAs (Cost of Living Adjustments) affect your benefits
• The ramifications of a spouse's death on benefits
• How do former marriages affect benefits
• What strategies are allowed to maximize benefits
• The changes to Social Security based on Congress' new budget bill
• How Social Security can be aligned with retirement plans