Social Security Workshop & Lunch in Columbia, MD
Schedule
Fri Jan 31 2025 at 12:30 pm to 02:00 pm
UTC-05:00Location
Cured 18th & 21st | Columbia, MD
About this Event
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:
- How did new Social Security Laws affect your retirement strategy?
- Is "File and Suspend" really gone?
- Why waiting to take Social Security may or may not be your best move.
- What happens if your spouse is still working?
- What if you still are or want to work part-time?
- What if you are divorced or widowed?
- How to maximize your Social Security benefits.
- How you can reduce taxes on Social Security
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.
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.
Investment advisory services offered through Elite Income Advisors, Inc., a State-Registered Investment Advisor located in Ellicott City, Maryland. Elite Income Advisors, Inc. does not provide legal or accounting advice. Investment Advisor Representatives of Elite Income Advisors, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. All investment strategies have the potential for profit or loss. Annuity guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Insurance and annuity products are sold separately through Retirement Planning Services, Inc.
Where is it happening?
Cured 18th & 21st, 10980 Grantchester Way, Columbia, United StatesEvent Location & Nearby Stays:
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