Educational Workshops

Workshop Topics

We host educational workshops to help you stay informed and make confident financial decisions heading into retirement.

Social Security and Taxes

Social Security will likely be one of the most important income sources in your retirement. Tax laws and Social Security rules are continually changing; understanding how your benefit is calculated, filing options available, tax implications, and timing strategies is paramount for long-term planning.

What You'll Learn

•How your benefit is calculated & ways to potentially increase it
•When can you file for your benefit and what factors to consider
•Can I collect my SS benefit and still work?
•How will my SS benefit impact my tax situation?
•Filing options and timing strategies to maximize your lifetime benefits
•Creating an efficient retirement income plan

Taxes in Retirement

Tax rules, legislation, and financial strategies are constantly changing. Understanding how your various income streams, investment assets, and account types will impact your tax situation can be a crucial piece of your retirement and estate plan.

What You'll Learn

•Understand the current tax environment and potential future changes
•How will my Social Security benefit be taxed and how does it fit in with the rest of my retirement?
•Tax treatment of your Non-Qualified, Traditional, and Roth accounts
•Strategies to enhance your tax efficiency within your retirement plan
•Roth Conversions: how they work and how to assess potential advantages
•Tax advantaged strategies with investment Real Estate or Insurance products

Interested in Attending?

Reach out to learn about upcoming workshop dates and register for a session.

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