Social Security Workshop Hosted at Lakewood, CO. 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'LL ALSO BE GOING OVER THESE TOPICS THAT ARE IMPORTANT AS
WELL 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. Is this sponsored by the Social Security
administration?No, we use locally qualified CFP's, Attorneys and CPA's
to run each workshop. We are not affiliated with any government
entities. The SSA isn't allowed to give financial advice on ways to
increase benefits or decrease taxes on SS benefits. Our presenters
are qualified professionals, so they can legally give advice.
*Complimentary Valet Parking will be provided.
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22/08/2019 Last update