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... 

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

February 16 | Pleasant Valley Country Club 95 Armsby Road | 6:30 pm

Social Security Income & Tax Planning Workshop

March 7 | Beechwood Hotel 363 Plantation Street | 6:30 pm

Social Security Income & Tax Planning Workshop

March 8 | Chocksett Inn 59 Laurelwood Road | 6:30 pm