Maximizing Social Security and Retirement Workshop in Fort Worth, TX

Schedule

Tue Mar 28 2023 at 06:30 pm to 07:30 pm

Location

Fort Worth Public Library - Golden Triangle | Fort Worth, TX

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Learn how to maximize Retirement Income by optimizing Social Security. You can't afford to miss this free, educational event!
About this Event

TOPICS WE WILL DISCUSS:

MAXIMIZING SOCIAL SECURITY

  • Strategies that you may not be aware of to maximize Social Security benefits.
  • How current Social Security laws and regulations could affect your benefits.
  • Is delaying your benefits the right choice for you?
  • How your benefits are affected if you or your spouse are still working.
  • What to do if you are divorced or widowed.

RETIREMENT INCOME PLANNING

  • Ways to potentially fill the gap between Social Security and your desired retirement income.
  • How to accumulate dollars in the right types of accounts for future retirement income.
  • How IRAs and 401ks cause Social Security taxation.

WEALTH MANAGEMENT

  • How rising taxes may affect your retirement cash flow.
  • Medicare, healthcare costs & considerations in retirement.
  • Retirement distribution pitfalls.
  • Why losses during retirement matter.

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend? No, there is no cost to attend.

Do I need to bring anything? No, you will be provided with pen and paper to take notes.

How early should I arrive? Please arrive 5-10 minutes before the scheduled start time.


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Where is it happening?

Fort Worth Public Library - Golden Triangle, 4264 Golden Triangle Blvd, Fort Worth, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

Tony Rizzo, CFP\u00ae

Host or Publisher Tony Rizzo, CFP®

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