Events in September 2026

Mon	Tue	Wed	Thu	Fri
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21	22 6:30 pm: Maximizing Social Security 6:30 pm September 22, 2026 Location: Keiser University 800 South Babcock Street Melbourne, FL 32901 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	23	24	25
28	29 6:30 pm: Maximizing Social Security 6:30 pm September 29, 2026 Location: Brevard County Government Center Building C, Florida Room 3rd Floor 2725 Judge Fran Jamieson Way Melbourne, FL 32940 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	30

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 September 2026

REGISTER HERE

REGISTER HERE

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Why Referrals?

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Financial Confidence Quiz

Our Approach

Start Smart

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.

Financial Planning Considerations

Longevity

Liquidity

Inflation

Market

Mortality

Taxes

Value at Risk Analysis

Apply Discipline

Research and Due Diligence

Investment Planning Process

1. Discover:

2. Analyze

3. Plan

4. Implement

5. Monitor

Investment Planning Process

1. Discover:

2. Analyze

3. Plan

4. Implement

5. Monitor

Institutional Solutions

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.

ESG and SRI Investment Options

Stock screener provided by Sustainalytics, a Morningstar subsidiary.

Communicate Progress

We A.C.T. to communicate progress on your portfolio.

A

Accessible

C

Consistent

T

Transparent

AssetLock

How AssetLock Works

We are waiting to help you retire in confidence.

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Fill out the form below to get started.

Interested in Simplicity Wealth?
Fill out the form below to get started.