Social Security and Tax Planning
Schedule
Tue Feb 25 2025 at 06:00 pm to 07:00 pm
UTC-05:00Location
Palm Beach County Library - Gardens Branch | Palm Beach Gardens, FL
About this Event
Tuesday, February 25th, 2025 at 6:00 PM
You will learn:
✔ How Social Security Benefits are calculated
✔ Strategies that may greatly increase your Social Security Benefits
✔ When you should apply for Social Security
✔ Why married couples could miss out on substantial benefits
✔ How Social Security & Retirement Benefits are taxed
✔ Strategies that potentially reduce taxes on your retirement income
NEW RULES Jan 2025* - As of Jan. 5, 2025, the Social Security Fairness Act officially repealed the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).
* *Classes are instructed by a fee-based fiduciary financial planner and member of the
Association of Financial Educators
501(c)3
Location:
Palm Beach Gardens Pubilc Library
11303 Campus Dr,
Palm Beach Gardens, FL 33410
Bryan Daly, CFP®, is a seasoned financial professional who leverages his extensive expertise to help shape the financial planning landscape.
As the Founder of NLFA IAR and a Registered Investment Advisor at Royal Fund Management, Bryan dedicates himself to teaching innovative methods for making, managing, and saving money.
https://newlifefinancialplanning.com/
Call if you have any questions: 561-448-4401
Where is it happening?
Palm Beach County Library - Gardens Branch, 11303 Campus Drive, Palm Beach Gardens, United StatesEvent Location & Nearby Stays:
USD 0.00
