Virtus Educational Experience: Navigating SS Options & Strategies to Help Manage Taxes in Retirement

Name: Virtus Educational Experience: Navigating SS Options & Strategies to Help Manage Taxes in Retirement
Start: 2026-02-26T10:30:00-06:00
Location: 306 E Grove St, Bloomington, IL 61701-5232, United States

Schedule

Thu, 26 Feb, 2026 at 10:30 am

UTC-06:00

Location

306 E Grove St, Bloomington, IL 61701-5232, United States | Bloomington, IL

Virtus family, as you move through retirement or begin preparing for it, the decisions you make around Social Security and taxes can shape how confidently and intentionally you live this next chapter.
We’re hosting a small Virtus educational experience at our Bloomington office designed for those nearing or living in retirement who want greater clarity around Navigating Social Security Options and Strategies to Help Manage Taxes in Retirement. This conversation is purely educational and focused on simplifying complexity so you can better understand what’s possible.
Because this is an intimate setting with time for meaningful discussion, seating is limited to approximately 24 guests. We encourage you to reserve a seat only if you plan to attend. If you already have specific questions unique to your situation, a member of Team Virtus is always available to connect with you one-on-one.
If you choose to attend, we encourage you to consider bringing a friend or family member who may not have had access to this type of education. Many people in this stage of life know what they want but are unsure how to navigate these decisions alone. This is a relaxed, low-pressure opportunity to learn together, enjoy coffee and light refreshments, and introduce someone you care about to Team Virtus.
If this sounds like a valuable use of your time or helpful for someone close to you, we recommend reserving your seat soon, as space is limited.
📍 Virtus Financial Group Office
306 E Grove Street, Bloomington, IL 61701
📅 Thursday, February 26
🕐 10:30 a.m.

✅During this class, you will learn:
• How recent federal tax rules may impact retirement income and what factors to
consider in planning.
• Ways to reduce taxation on your Social Security in the planning process.
• Could your Social Security benefits be reduced in the not-too-distant future?
• Potentially pay less in taxes on your retirement income.
• How married couples can potentially avoid missing out on substantial benefits.
• Ways to plan Social Security with all other sources of retirement income.
• How the “One Big Beautiful Bill” could impact your taxes, retirement, and wealth strategy
Space is limited, so please register through the RSVP link sent through email of all Virtus clients. We will be able to host about 24 guests, so we encourage you to reserve a seat only if you plan to attend. If you have any questions, please reach out to us at (309) 473-9991 or [email protected].