Social Security and Tax Planning

Schedule

Wed Feb 26 2025 at 02:00 pm to 03:00 pm

UTC-05:00

Location

Jupiter Business Center | Jupiter, FL

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No Cost Social Security and Tax Strategy workshop at The Jupiter Business Center
About this Event

Wednesday, February 26th, 2024
2:00 PM - 3:00 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NEW RULES Jan 2025* - As of Jan. 5, 2025, the Social Security Fairness Act officially repealed the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).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:
financial planning landscape

601 Heritage Drive
Suite #235
Jupiter, FL 33477
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.

Call if you have any questions: 561-448-4401

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Where is it happening?

Jupiter Business Center, 601 Heritage Drive, Jupiter, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

Bryan Daly

Host or Publisher Bryan Daly

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