Social Security Workshop in Kearney, NE

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 does my Full Retirement Age impact my monthly payment?
• What is the “breadwinner” provision for couples?
• How will my Social Security be taxed?
• What are the potential pitfalls of starting Social Security payments at ag 62?
• Why is working 35 years important in determining my Social Security payments?

OTHER IMPORTANT TOPICS:

• 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 are offered through Stonebridge Wealth Systems, LLC., a SEC Investment Advisor. Insurance products and services offered through Stonebridge Insurance & Wealth, an affiliated company. Securities offered through World Equity Group, Inc., Member FINRA/SIPC. Stonebridge Wealth Systems, LLC and Stonebridge Insurance & Wealth are not owned or controlled by World Equity Group, Inc. Stonebridge Wealth Systems, LLC and Stonebridge Insurance & Wealth are not affiliated with or endorsed by the Social Security Administration or any government agency. Stonebridge Wealth Systems, LLC and Stonebridge Insurance & Wealth do not offer tax planning or legal services.

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Host or Publisher Stonebridge Wealth Management