Maximizing Your Social Security Benefits: Lunch & Learn Seminar
Schedule
Thu Jun 17 2021 at 12:00 pm to 01:30 pm
Location
Fairfield Museum | Fairfield, CT
About this Event
Our lunch & learn sessions are designed to give attendees a comprehensive and accessible financial education, while also exposing various pitfalls and risks that threaten to derail many retirees today. We will focus on Social Security and taxes in retirement.
TOPICS WE WILL DISCUSS:
Maximizing your Social Security benefits
Why waiting to take Social Security may or may not be the best move
How spousal and survivor benefits work
WE WILL ALSO COVER:
How to potentially reduce taxes in retirement
How to prepare for a potential increase in taxes
How to use the Roth conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.
And much more!
FREQUENTLY ASKED QUESTIONS:
Is there a cost to attend? No, there is no cost to attend.
Do I need to bring anything? No, we will provide a pen, paper, and lunch.
Will I be pitched or sold anything? No. Our classes are strictly educational.
Where is it happening?
Fairfield Museum, 370 Beach Rd, Fairfield, United StatesEvent Location & Nearby Stays:
USD 0.00