Social Security & Income Planning Workshop in Gig Harbor, WA

3211 56th St NW,Gig Harbor WA 98335

18 May, 2023

Description

TOPICS WE WILL DISCUSS: MAXIMIZING SOCIAL SECURITY • How did new Social Security Laws affect your retirement strategy? • 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 TAXES IN RETIREMENT • Where are taxes going? • What’s better for you: tax-deferred or tax-free accounts? • When to consider a Roth Conversion • The NEW 2023 RMD Planning options. • Understanding your qualified plans • Is your current plan tax efficient? WHY MARKET LOSS MAKE A DIFFERENCE IN RETIREMENT • Do you have time to recover from a market loss? • What It could take to get back to even after a market loss • Understanding sequence of returns • The impact of dramatic market loss in retirement PROBLEMS WITH RETIRING TODAY • Why should longevity be addressed as a “risk” in retirement? • Why are there fewer defined benefits plans today. • How rising healthcare costs can drain your savings. • Could there be challenges with portfolios? • How can Inflation impact your income plan? • Could you run out of money in retirement? 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. Daniel Ostlund is an Investment Advisor Representative dba, Ostlund Wealth Advisors. Investment advisory services are offered through CPR Investments, Inc. 1600 Parkdale Rd, Ste 201, Rochester, MI 48307 (800) 213-1164. Ostlund Wealth Advisors and CPR Investments Inc do not offer legal or tax advice. Marie Ostlund offers securities through World Equity Group, Inc. Member FINRA & SIPC. Ostlund Wealth Advisors and CPR Investments are unrelated entities and are not owned or controlled by World Equity Group, IncTo opt-out of receiving emails from Eventbrite, you can click on the "Unsubscribe" link located at the bottom of any promotional email that you receive from Eventbrite. Alternatively, you can also manage your email preferences by logging in to your Eventbrite account, going to the "Emails" section, and adjusting your email settings according to your preferences.It's worth noting that even if you opt-out of receiving promotional emails, you may still receive transactional emails related to events that you have registered for or created. These emails are necessary for the functioning of the Eventbrite platform and cannot be opted-out of.