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

March 11 | Chocksett Inn 59 Laurelwood Road
Sterling, MA 01564
| 6:30 pm

Social Security Income & Tax Planning Workshop

February 20 | Cyprian Keyes Golf Club 284 East Temple Street
Boylston, MA 01505
| 6:30 pm

Social Security Income & Tax Planning Workshop

February 25 | DoubleTree By Hilton-Leominster 99 Erdman Way
Leominster, MA 01453 United States
| 6:30 pm