Social Security and Tax Planning
Schedule
Wed Feb 26 2025 at 02:00 pm to 03:00 pm
UTC-05:00Location
Jupiter Business Center | Jupiter, FL
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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NEW RULES Jan 2025* - As of Jan. 5, 2025, the Social Security Fairness Act officially repealed the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).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
Where is it happening?
Jupiter Business Center, 601 Heritage Drive, Jupiter, United StatesEvent Location & Nearby Stays:
USD 0.00
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