Social Security Workshop Hosted in Yuba City, CA
Schedule
Thu Oct 20 2022 at 06:30 pm to 07:30 pm
Location
Hope Point Nazarene Church | Yuba City, CA
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Class will fill up fast, seats are limited!About this Event
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.
Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.
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Where is it happening?
Hope Point Nazarene Church, 600 North George Washington Boulevard, Yuba City, United StatesEvent Location & Nearby Stays:
Tickets
USD 0.00
