Social Security & Income Planning Workshop hosted in Lexington, SC

This Educational Workshop Will Provide You With Much Needed Information To Help You Understand How Social Security Works. After This Class, You Will Be Able To Make Informed Decisions About Social Security And Understand How The Elections You Make Will Affect Your Monthly Benefits.

TOPICS WE WILL DISCUSS:

• Turning savings into a reliable paycheck: How to convert retirement assets into sustainable income streams designed to last through retirement.
• Balancing income, taxes, and inflation: Strategies to help maximize spendable income while managing tax exposure and maintaining purchasing power over time.
• Planning for longevity and life changes: Creating flexible income plans that adapt to longer life expectancies, healthcare needs, and unexpected expenses.

AS A BONUS, WE WILL ALSO COVER THESE IMPORTANT TOPICS:

• How to potentially reduce taxation on your Social Security after you start receiving your benefits.
• How you can potentially fill the gap between Social Security and your desired Retirement Income.
• How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.
• How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.
• Learn strategies that teach you how to structure RMD's Tax Efficiently.

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend?

No, there is no cost to attend.

Should I arrive early?

It is recommended that you arrive 15 minutes early to have ample time to park and secure a seat.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed?

No, there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything?

No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Is this sponsored by the Social Security administration?

Tripp Limehouse is not affiliated with the Social Security administration or any other government agency.

Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.

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