Take the first step toward reaching your financial goals
Social Security & Tax Planning Workshop
Learn how you may maximize your Social Security Income, reduce taxes, and structure your savings to keep you from running out of money in retirement...Â
At our educational workshop you will discover:
- How to reduce your taxes in retirement...
- When to claim your Social Security benefits and receive the highest income...
- How to structure your retirement savings so you never have to worry about running out of money...
- The top 3 mistakes in retirement and how to avoid them...
- Common misconceptions about retirement planning...
Come learn how choosing the right Social Security option, and how and when to draw on your retirement accounts in a tax efficient manner could save you thousands of dollars.
Social Security Income & Tax Planning Workshop
April 29 | Pleasant Valley Country Club
95 Armsby Road
Sutton,
MA
01590
| 6:30 pm
Social Security Income & Tax Planning Workshop
May 13 | Nichols College
126 Center Road, Davis Hall, Room 209
Dudley,
MA
01571
| 6:30 pm
Social Security Income & Tax Planning Workshop
June 12 | Cyprian Keyes Golf Club
284 East Temple Street
Boylston,
MA
01505
| 6:30 pm
