BIRDSEYE FINANCIAL SERVICES (360) 722-7889
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    • Slides - Intro Step >
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      • Slides - ALL
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Social Security Webinar

SOCIAL SECUIRTY WEBINAR       (PREVIOUSLY RECORDED)
Claiming Social Security at The Wrong Age May Reduce Your Benefit by up to 57%!
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Receive a FREE GIFT just for attending the webinar. This will help you figure out the best options for your personal situation.
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Sample Report
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In these uncertain times certain strategies become essential...
  • How to help avoid personal disaster in the face of wild market dips
  • Avoiding a health care financial calamity with elevated health risks
  • 3 timeless techniques to more stable income amid global disruption
  • Optimize your Social Security income to help secure your income base
  • Strategies to help prevent taxes from taking 30% of your savings
  • How the decisions and policies of the current administration may impact your retirement income
  • How to help reduce taxation on your Social Security after you start receiving your benefits
  • How two special claiming strategies may increase your total benefits
  • How married couples can help avoid missing out on substantial benefits
  • How to receive benefits from an ex-spouse
​These are just a few things covered in this brand-new and timely ONLINE presentation.

Note: This is not light entertainment. This is a 40-minute interactive presentation that is packed with facts about our economy and social security that directly impact all citizens and will be shocking to learn for many.
One of the questions we hear most often from attendees is:
"Why haven't I heard this before?"


And you may NOT be happy to hear the answer...

You will discover the 3 critical foundation elements of a retirement plan that is immunized from global events that are out of our control.

In this ground-breaking college-level class, attended by thousands all over the country, we are opening eyes and shocking audiences with information like:
  • Your Social Security is taxable, unless you do one simple thing
  • You can help reduce your tax rate in retirement like never before in your life
  • 3 ways to convert your savings into a tax-free, life-long income.

​If there are significant savings you have diligently built over the years, don't miss this opportunity to discover these little known facts and help prepare yourself for the years ahead.
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We appreciate your Online Review!
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ONLINE MEETING LINKS
Google Meet
Ring Central
Birdseye Financial
​
136 Hillside Drive E
Burleson, TX 76028
Main # 360-722-7889
Texas # 817-704-3544
Fax #425-412-6865

​
INFO@BIRDSEYEFINANCIAL.COM

birdseyefinancial.com
​Vendor Bookings
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The content of the Birdseye Financial website, email, fax, social media, text messages, online meetings, and phone calls are for educational purposes only. Any material and its attachments, links, downloads, and/or any emails from Birdseye Financial employees/contractors are not intended to provide legal or tax advice. To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal or state tax advice contained in communication (via Website, Email, Fax, Text, Social Media, in person, or by phone) is not intended to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Please seek the advice of appropriately licensed individuals for legal or tax advice relating to your individual situation. Birdseye Financial and its employees/contractors are not tax, legal, or investment advisors and are not operating in such a manner. Any advice you receive should be taken as non-tax, not legal, and non-investment advice and only educational in nature. Should our clients need a licensed investment advisor, we recommend LifePro Asset Management. Please know investments in the market carry an inherent element of risk. No investment in the market or strategy can guarantee a profit or prevent a loss. Any illustrations used in the sales or service process are to be considered hypothetical and for explanatory purposes only. 

MEDICARE MANDATORY DISCLAIMER
“We may not offer every plan available in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.” All calls regarding Medicare may be recorded by phone or online and a SCOPE of appointment required by Medicare will be obtained 48 hours prior to any sales meeting to discuss plan details. (NOTE - The organizations and plans can vary by state and county, we can validate these numbers upon request.)

Birdseye Financial and its employees/contractors are not employees/contractors of Medicare, the government, insurance company or any other agency. We are independent licensed agents. All calculators and illustrations shown or sent from our website, email or any other means are designed to be informational and educational only. They do not constitute investment advice. We encourage you to review your insurance and investment strategies periodically as your financial circumstances may change. On many products it is important to note that PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS OR INTENDED TO PREDICT ACTUAL PERFORMANCE. ACTUAL INTEREST CREDITING RESTULTS WILL VARY BASED ON MARKET CONDITIONS, INDEX ALLOCATIONS, AND INTEREST CAPS, RATES, SPREADS, PARTICIPATION RATES and possible Fees. The use of different time periods and funding amounts can cause results to differ from other products. Illustrations may be based on hypothetical historical data. 
 
State Licenses
LICENSES: AZ #7101306, CA #4140429, FL #W825259, GA #3621424, ID #863617, KS #7101306, MA #2176921, NV#3879853, NC #7101306, OK #3001663224, OR #7101306, TX #2695866, WA #190780. Note that in California, our DBA is Birdseye Financial and Insurance Services.


S&P 500 and S&P are registered trademarks of Standard and Poor's Financial Services LLC. No annuity or financial product discussed herein is sponsored, endorsed, sold, or promoted by Standard and Poor's Financial Services LLC, S&P Dow Jones Indices LLC, or their affiliates, and none of the Stand and Poor's Financial Services LLC, S&P Dow Jones Indices LLC, or their affiliates make any representation regarding the advisability of purchasing an insurance or financial product. This applies to all indexes used.
  • Home
  • About
    • Welcome to Birdseye
    • Who We Are
    • Risk & Portfolio Assessment
    • Request Free Consultation
  • Strategies
    • Key Components
    • Inflation Impact
    • Rule of 100
    • Sequence of Returns
    • Volatility Buffer >
      • Volatility Buffer Webinar
    • Tax Strategies >
      • Tax Free Income
      • RMD Calculator
      • IRA RMD RULES
      • ROTH IRA
      • ROTH Conversion
      • Tax Declassified Webinar
      • Qualified Charitable Donation
      • Business Tax Credit
    • Educational Webinars >
      • Taxes Declassified
      • Top 10 IRA Mistakes
      • Taxes in Retirement
      • 3 Economic Strategies
      • Five Key Areas of Retirement
    • Educational Videos
    • Documentaries
    • Recommendations
  • Planning
    • Retirement Analysis
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis and Investments
    • LifePro Asset Management >
      • LifePro Questionnaire
    • Federal Benefits >
      • Federal Benefit Kit
    • WA Retirement Systems
    • Business Tax Credit >
      • Research & Development Tax Credit
      • Employee Retention Tax Credit
      • Resources
  • Insurance
    • Medicare >
      • Medicare Questionnaire
      • Medicare Clients
      • Medicare Enrollment
      • Medicare Networks
      • PEBB Benefits
      • Medicaid Special Needs
      • Medicare Rules
      • Medicare Meetings
      • Medicare Education
    • Annuities
    • Long-Term Care
    • Life Insurance >
      • Multi-Generational
      • Premium Financed
      • Final Expense
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Market Index Links
    • Market Simulations
    • Required Minimum Dist (RMD Calculator)
    • Calculators
    • Professional Referrals
    • Bankrate Interest Rates
    • Rate of Return Calculations
    • Zillow Home Value
    • Slides - Intro Step >
      • Slides - Hegna
      • Slides - Strategy
      • Slides - Taxes
      • Slides - Invest
      • Slides - Buffer
      • Slides - FIA
      • Slides - Income
      • Slides - Pension
      • Slides - ALL
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting
    • Secure Upload
    • Retirement Analysis (initial)
    • Retirement Software Client Portal
    • Application
    • Beneficiary Form
    • Rate our Service
    • Refer a Friend