For Retirees and People over 55
Learn Strategies to Maximize Your Social Security Benefits, Minimize Your Taxes and Retire Confidently
Reservations Required – Call 239-256-7850
These workshops are strictly educational and do not promote any products or companies. A straightforward informational workshop to help you make a confident Social Security filing decision. No admission required and nothing will be sold. Couples are encouraged to both attend!
EDUCATIONAL TOPICS WE WILL DISCUSS:
File for benefits early or delay? What is better for you?
Recent changes and the impact of the current administration.
Learn how to turn forever-taxed money, into never-taxed money.
How you may be able to reduce or eliminate taxes on your Social Security.
Simple ways to increase your Social Security Benefit.
Learn the rules you need to know when you transition from wealth accumulation to wealth distribution.
Learn how your decision on when to take Social Security is directly impacted by your overall financial picture.
How to create a tax-focused retirement plan
Learn why retirement is a major women’s issue
Social Security is often the largest source of income for most retirees. Make sure you get the facts before you file! Making the wrong choices could cost you! All attendees can receive a complimentary Social Security Maximization analysis.
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. This is not endorsed or affiliated with the Social Security Administration, nor any U.S. government agency.