Events in October 2026

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12	13 6:30 pm: Maximizing Social Security 6:30 pm October 13, 2026 Location: Brevard County Government Center Building C, Florida Room 3rd Floor 2725 Judge Fran Jamieson Way Melbourne, FL 32940 Details: One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000! Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income! When your benefits may begin and how the age at which you apply will affect the amount you receive. How to maximize Social Security benefits and how to minimize taxes on them. Strategies to consider before deciding to apply for benefits. What to do if you have other income from pensions or IRAs. What is the future of Social Security and what does it mean to you? When it makes sense to delay benefits - and when it does not. How the wrong Social Security decision can cost you money. How your current employment will affect benefits. How two little-known strategies could increase your family income and survivor benefits. Can you fix your Social Security election if you made a mistake? How cost-of-living adjustments (COLAs) impact benefits. Learn how all of your assets fit together with Social Security to fund your quality of life in retirement. REGISTER HERE, 6:30 pm: Maximizing Social Security 6:30 pm October 13, 2026 Location: Powell Municipal Building 47 Hall Street, Powell, OH 43065 Details: For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000! REGISTER HERE	14 6:30 pm: Maximizing Social Security 6:30 pm October 14, 2026 Location: Powell Municipal Building 47 Hall Street, Powell, OH 43065 Details: For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits. Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000! REGISTER HERE	15	16
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Guidance You Can Trust

At Simplicity Wealth, we are dedicated to doing right by our clients. We know how hard our clients work and believe they deserve a trusted partner in planning their financial future. We strive to help individuals and families fund the goals and dreams they’ve imagined with a comprehensive plan they trust.

Why Referrals?

Let Us Help Your Friends and Family

We understand that everyone’s financial situation is unique. If you or someone you know is looking for guidance to achieve their financial goals, we’re here to help. We can assist with addressing key questions such as:

How long will it take to reach my savings goal?

When should I start collecting Social Security?

How much will I need to live comfortably?

How will inflation impact my retirement?

How will taxes affect my return?

So, if you have a friend or family member who could benefit from our services, we would love to see if we can help them!

Take a moment to complete the form on this page with your referral information, and our team will reach out to them with a personal note and invitation to meet with our team!

Starting smart begins by getting a clear understanding of an investor’s current financial situation and how they would like it to progress to help meet their future lifestyle goals and objectives.

During this process we get to know our prospective clients by gathering information pertaining to their personal values, financial goals, and existing financial accounts. We also evaluate their attitudes toward six universal financial planning considerations and conduct a Value at Risk (VaR) Analysis.

Research and Due Diligence

Simplicity Wealth’s rigorous research process provides a comprehensive suite of reliable investment capabilities and model portfolios. We vet, select, and continuously monitor over 150 asset managers and 1,000 strategies, evaluating them for risk management, diversification, and performance consistency. This disciplined, fiduciary-driven approach is paired with our proprietary risk scoring model, which grounds our clients’ investment expectations in their personal comfort level with market volatility.

Investment Planning Process

Our investment planning process helps our clients set clear and achievable financial goals. It allows them to define their short-term and long-term objectives and provides direction in making prudent investment decisions based on universal financial planning considerations, risk tolerance, and time horizons. We strive to provide a planning process that is dynamic and flexible, allowing our clients to adapt their investment strategy as circumstances evolve.

How AssetLock Works

The hypothetical example below demonstrates using AssetLock on an initial portfolio valued at $100,000. The investor’s household Value at Risk (VaR) Analysis and portfolio allocation determined a 10% AssetLock Threshold desired in the portfolio making the starting AssetLock Value $90,000. If the portfolio experiences growth to a High-Water Value of $146,793, the AssetLock Value would then increase to $132,114. If the portfolio then experiences a 10% loss, breaching the AssetLock Value of $132,114, the financial advisor and investor will be notified to discuss the possibility of portfolio allocation adjustments.

Events in October 2026

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Starting smart begins by getting a clear understanding of an investor’s current financial situation and how they would like it to progress to help meet their future lifestyle goals and objectives.

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Research and Due Diligence

Investment Planning Process

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Investment Planning Process

1. Discover:

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3. Plan

4. Implement

5. Monitor

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Direct Indexing and Tax-Loss Harvesting

Tax-loss harvesting involves selling an investment at a loss in order to offset the taxes resulting from a capital gain. It is not considered tax advice and you are encouraged to consult with your personal tax advisor for such services

Tax-Optimized Transition

Tax-loss harvesting involves selling an investment at a loss in order to offset the taxes resulting from a capital gain. It is not considered tax advice and you are encouraged to consult with your personal tax advisor for such services.

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