Caidyn Taylor

Social Security is one of the biggest financial decisions you’ll make in retirement… but most people are guessing their way through it. 😬

That’s why Caidyn Taylor, Retirement Income Planning and Social Security Educator at Copia, is hosting a series of live online Saturday workshops on Maximizing Social Security.

In each session, you’ll learn key insights on how to:
🔹 Decide when to file (62, full retirement age, or 70?)
🔹 Coordinate benefits as a couple, divorced, or widowed
🔹 Understand how taxes and work can affect your check
🔹 Fit Social Security into a smarter retirement income plan

📍 Live on Zoom (from the comfort of your home)
💰 Free to attend
👉 Register here to save your spot for an upcoming date: https://www.eventbrite.com/e/maximizing-social-security-tickets-1983585590899?aff=ebdsshcopyurl&utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-term=listing&utm-source=cp

We'd appreciate it if you could share and spread the word so we can help as many people as possible to make this decision with confidence.

Today we're celebrating another Copiaversary!

Thank you, Caidyn, for all that do! Here's to your growth, leadership, and helping us make a measurable difference in people's lives every day. 💙

Your story matters. 💙

At Copia, the heart of our work isn’t just numbers or strategies—it’s you! The journeys our clients take toward financial confidence are powerful, and sharing those stories can inspire someone else to take their very first step.

That’s why we’re inviting you to share your success story with us. 🌟

Whether it’s about the challenges you’ve faced, the progress you’ve made, or how working with our team has changed your outlook on the future, your voice has the power to encourage and guide others.

✨ Sharing is simple. ✨
We’ve created a short survey with just a few questions to help capture your journey. Your privacy will always be protected and we’ll only share first names.

Want to take part?
Here's a link to our survey:
➡️ https://bit.ly/clientstorysurvey

Your story could be the encouragement someone else needs to believe in what’s possible!

Are you ready to make the most of your Social Security benefits?

Join Caidyn for our upcoming educational workshops where we’ll simplify the system and show you how smart decisions today can maximize your retirement income.

Visit www.copiawm.com/workshops to register for one of our upcoming free dates:
📅 Sept 25th & Oct 9th @ 6:00 pm
📍 First United Methodist Church – Linder Lounge

✨ Free to attend and packed with strategies you don’t want to miss!

Please share with a friends, colleagues, and family members in San Diego who should be there!

💰 Don’t leave money on the table, San Diego!

Your Social Security claiming decision could mean thousands more in lifetime income, and we want to help you make the most of it.

Join CaidynTaylorn upcoming Social Security Educational Workshop designed to give you clarity and confidence as you plan for retirement.

📅 October 23rd & November 6th @ 6:00 PM
📍 First United Methodist Church – Linder Lounge
2111 Camino Del Rio South, San Diego, CA 92108

Seats are free, but space is limited. You can call 888.831.5852 to register. Please share with a friend or family member who should attend!