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

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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.

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Where is it happening?

Fairfield Museum, 370 Beach Rd, Fairfield, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

Dominick Caiati

Host or Publisher Dominick Caiati

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