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SOCIAL SECURITY BREAKDOWN FOR YOUR RETIREMENT:
FREE SOCIAL SECURITY PLANNING MASTERCLASS
GET THE CLARITY YOU NEED BEFORE MAKING YOUR CLAIMING DECISION
SELECT A WEBINAR DATE BELOW
- Tuesday, August 25th, 2026
- Wednesday, August 26th, 2026
What We’ll Cover in the Workshop:
- What Determines Your Social Security Benefit Amount
- Choosing When to Claim: Age 62, Full Retirement Age, or 70
- Understanding Benefits for Spouses and Survivors
- The Tax Considerations That Can Affect Your Social Security Income
- Coordinating Social Security With Your Broader Retirement Income Strategy
We’ll break down important claiming considerations, income and tax implications, and how Social Security can work alongside your other retirement income so you can approach your decision with greater clarity.
MEET YOUR WEBINAR HOST!
Matias Leiva
Founder & CEO, Truckee Financial Group
Matias Leiva has worked in the financial services industry since 2006 and founded Truckee Financial Group in 2018. His approach focuses on helping individuals and families navigate retirement income planning with greater clarity.
Through comprehensive retirement planning, Matias helps clients evaluate Social Security alongside other retirement income, tax considerations, and long-term financial goals.
What Our Clients Say About Truckee Financial Group
I've had an outstanding experience working with Matias at Truckee Financial Group. He takes the time to listen to my financial concerns and goals, making me feel incredibly comfortable discussing my future. Whether I have a quick question or we are reviewing our comprehensive plan, he is swift, patient, and highly detailed. I deeply appreciate his holistic approach and feel completely confident that my best interests are always his top priority. I highly recommend them!
Matias was responsive and helpful!!
My husband and I first learned of Matias' services by attending a presentation at our local library. I was impressed with his knowledge and ability to educate the group in layman's terms. Since doing business with him he has educated us on retirement planning, tax planning, investing, etc. He is responsive to our needs in a timely fashion and accommodating to meet around our schedules. His pricing is fair and reasonable compared to big name financial advisory firms I also talked to beforehand. I'm happy to say we feel financially secure for upcoming retirement, thanks to Matias! --Ty and Denise Jimenez
Matias is extremely helpful. He takes time to explain all of my questions. I feel he has my best interest in mind. Highly recommend!!!
I highly recommend this group. I have been working with Mattias for one year now and he has guided me with patience and professionalism. He is always available for questions and often checks in with me. I feel confident in the retirement plan he has created for me.
My wife Cheryl and I met with Matias to discuss our living trust options ! He was very helpful in answering all of our questions and explaining options we may want to consider for our needs. And gave contact information . Very pleased with how he carried himself professionally and worked with us ! Ricky Ruiz
I bought my term life insurance policy from Matias several years ago. It is great peace of mind knowing that in the event of a tragedy that my family will be taken care of. I didn't know that life insurance would also offer benefits for critical illness and Matias opened my eyes to all the ways that life insurance can act as a safety net for the unexpected. It is also nice to work with an agent who is responsive and will always answer any questions that arise. Thanks Matias!
Thank you Matias for being so helpful during the process of finding the perfect health and life insurance for my family. No one wants to think about Life insurance but when you have a family who relies on you, it’s a must. You answered all my questions throughly, and I understood what I was getting exactly. Highly recommend Matias.