Please Join Us
Unlock the Truth About Social Security & the Big Beautiful Bill — With Expert Guidance
Join Evergreen Team Insurance for a special client education event featuring Allianz’s Neil Howe, where we’ll break down what the One Big Beautiful Bill Act means for your Social Security benefits and retirement planning.
Wednesday
February 25th
12:00 PM or 6:00 PM
North Ranch Country Club
4761 Valley Spring Drive
Westlake Village, CA 91362
Why Attend:
Big changes are here — but the details matter. The One Big Beautiful Bill Act introduced major tax law adjustments that can affect whether your Social Security benefits are taxed, how much you keep in retirement, and the strategies you should consider moving forward.
- Learn how the new senior tax deduction works
- Understand common retirement planning pitfalls
- Discover strategies to optimize your Social Security income
- Get your personal questions answered live
This event will help you make informed decisions — not just headlines.
About Your Speaker:
Seats are limited. Choose the time that works best for you and reserve your spot today!
Reserve Your Spot:
Secure your retirement and ensure peace of mind. Contact us today for tailored advice and support. Providing Safety, Creating Peace of Mind.
Contact info
- 818-309-2920
- evergreenteamappointments@gmail.com
-
29800 Agoura Road, Suite 104
Agoura Hills, CA 91301
Our Company
*Backed by the claims paying ability of the carrier.
**Fixed Index Annuity products can provide a reasonable rate of return over time.
By contacting Jennifer Leids CA Insurance Lic. #0G27351, Steve Katz CA Insurance Lic. #0F80752, Jared Katz CA Insurance Lic. #4214496 / Evergreen Team Insurance Marketing, LLC CA Insurance Lic. #0K95213, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.