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Watch our latest FREE on-demand webinar,

How will the recent market volatility impact the role of your Social Security?

Topics covered in this webinar include:

• What is the new normal?
• Ways you can still optimize your benefits.
• The Social Security Earnings Test.
• Reductions for early retirement.
• How will Social Security be taxed?
• How to get Social Security RIGHT.
• How global issues ARE impacting decisions.
• Benefits of New Tax Law.
• Unlimited “what-if” scenarios.
• How you can reduce or potentially avoid unnecessary taxes.

With all the uncertainty surrounding our lives, NOW, more than ever is the time to get answers to your questions.

FAQ

• Who is this event for?
  • This event is for those between the ages of 59-70 who have not yet filed for Social Security benefits or, if a couple, at least one partner has not yet filed for their benefit. (This would also apply if you are currently on Social Security disability).
  • If you have additional retirement savings such as 401(k), 403b, IRA accounts, or cash savings that equal that equal or exceed $150,000. If social security benefits are your only retirement income, optimization strategies are generally not available to use.
• How much does the webinar cost?
  • There is no charge to access our educational webinars.
• Will I be “sold” products during this event?
  • No, our seminars are focused around community education. During these events we often find locals who are nearing retirement who may need help with their retirement planning in one way or another.  While we do offer a no-cost, no-obligation second opinion to anyone who attends one of our events, your attendance in no way obligates you to engage with us.  Social security benefits play an important role in your retirement income plan, along with your overall financial strategy. With social security playing a major part in your retirement income, it only makes sense to learn from someone coming from a financial background.