Do you have questions about Social Security, Taxes & Retirement? If you are planning for retirement or currently retired and want to learn the latest strategies to increase retirement income, join Retirement You and our local host at the next workshop in your area. There is no cost to attend, the workshop is 100% educational and here's the best part... there is no high pressure sales pitch! Space is limited, get your FREE tickets today.
--2019 WORKSHOP TOPICS INCLUDE...
☑️Social Security Changes & Filing Strategies:Each year, the Social Security Administration announces important changes that can have a big impact on retirement income. Learn the latest updates and what you can do now to be prepared.
☑️How Tax Reform Impacts Your Retirement Plan:Tax reform has been a hot topic since the last presidential election. Learn how you can use the latest tax rules to your advantage and reduce future taxes to help increase "spendable income".☑️Retirement Plan Contribution & Rollover Rules:As 401(k), 403(b), TSP and IRA accounts have become more popular, the burden has shifted to individuals to make their money last. Learn which ages are most important and the rules you need to know.☑️How to Reduce Risk Without Giving Up Returns:As you age, looking at the amount of risk you are taking becomes more important. Learn how to generate consistent, competitive returns without taking too much risk in the market.☑️Questions Every Retiree Needs to Answer:To create a successful retirement plan, every retiree needs to answer important questions. Learn strategies to maximize Social Security, reduce taxes and increase retirement income.
--FREQUENTLY ASKED QUESTIONS...
☑️The Workshop Is FREE, What's The Catch?The good news is, there is no catch and no further obligation required to attend. Retirement You partners with local financial professionals to provide valuable retirement education as a way to introduce their company to the community. Workshops are 100% educational and FREE to attend.
☑️Who Should Attend The Workshop?The workshop focuses on topics designed to increase retirement income by maximizing Social Security and reducing fees, taxes and penalties. If you are currently retired or planning for retirement within the next 10 years and have retirement savings of $250,000 or more, we encourage you to attend.
☑️Why Should You Attend The Workshop?Social Security and Taxes are two of the most confusing, but important, retirement topics. By teaching you the latest changes, rules and strategies, the workshop will help you avoid common mistakes that could signficantly reduce your retirement income, now and in the future.
☑️Will Anything Be Sold At The Workshop?There are no investments or financial products sold at the workshop. The content is strictly educational and not designed to give financial, tax or legal advice. You will have an opportunity to meet with the host to review your specific situation, but there is never any high pressures sales pitch.