REGISTER
IDA EVENTS

Webinar: Making the Most of Social Security

Join us for a practical and engaging session that will empower you to make more confident choices about your Social Security strategy.

  • DATE & TIME
    Aug 19, 2025 10:00AM - 11:00AM PT
  • PRESENTER
    david-reyes

    David Reyes, CFP®, EA, AIF®

    Director of Financial Planning

Register Here

Seating is Limited
  • DATE & TIME
    Aug 19, 2025 10:00AM - 11:00AM PT
  • PRESENTER
    david-reyes

    David Reyes, CFP®, EA, AIF®

    Director of Financial Planning

Are you confident in your Social Security strategy?

Join us for an informative and engaging webinar designed to help you feel more informed and confident in your Social Security decisions. Discover the steps to retire with confidence — starting with how long to work, when to claim, how marital status impacts your options, and how to integrate Social Security into your broader income plan

We’ll break down myths, highlight key claiming strategies, and explain how timing, taxes, and budgeting can significantly impact your lifetime benefits. According to author Bob Carlson, “…most Americans claim their benefits too early and over their lifetimes shortchange themselves of $100,000 or more of benefits.” - Where’s My Money?

MEET YOUR PRESENTER

ida-event-img

Meet your Presenter

david-reyes
David Reyes, CFP®, EA, AIF®

Director of Financial Planning

David joined the IDA team in 2021 with several years of industry experience. Throughout his career he has worked primarily as a financial planner with an emphasis on tax planning. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), an Enrolled Agent (EA) credentialed by the IRS, and an Accredited Investment Fiduciary® (AIF®). These credentials support his fiduciary work in developing and implementing investment strategies tailored to clients’ needs.

Content provided by Intelligence Driven Advisers, LLC (“IDA”), an SEC registered Investment Adviser; however, such registration does not imply a certain level of skill or training. Any references to SEC registration are not an endorsement or indication of approval by the SEC. The information presented is intended for general informational purposes only and should not be construed as specific tax, legal or investment advice. Readers are strongly encouraged to consult with their personal advisers regarding their specific financial and tax situation. Investing involves risk and there is always the potential for loss. Past performance is not necessarily indicative of future results. Information provided reflects IDA’s views as of a particular time. Such views along with tax laws and regulations are subject to change at any point and IDA shall not be obligated to provide notice of any change. IDA makes no representations or warranties, express or implied, regarding the accuracy, completeness, or reliability of the information presented in this podcast. The firm disclaims any liability for errors or omissions in the information or for any actions taken in reliance on the information provided herein. 

All rights reserved @2025