Retirement Workshop held at West Ada School District Training Center

1303 East Central Drive,Meridian ID 83642

30 January, 2021

Description

Understanding how retirement and tax planning can impact your retirement income. Join us for this free Complementary Seminar that will cover many topics regarding retirement. This course is designed to help you assess your current financial position, then create a personalized road map that helps you achieve your retirement goals. Seating is Limited. Social Distancing will be adhered to strictly. Reserve your seat today. You will receive a free workbook upon attendance. Each Seminar is 2 hours and you can select from the following: Saturday, January 30 starting at 10 AM or Thursday, February 4 starting at 6:30 TOPICS WE WILL DISCUSS: How to maximize your Social Security in retirementShould you wait to begin receiving benefits?Strategies to lower Social Security taxationWE WILL ALSO BE COVERING THESE IMPORTANT RETIREMENT PLANNING TOPICS: Evaluate the impact of the 2020 tax law changes on your retirementDetermine if you have enough money for retirementUse the 3 basic types of retirement accounts to maximize cash flow in retirementEvaluate the benefits of a Roth ConversionMaximize Social Security incomeInsulate your future income from rising taxesFREQUENTLY 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 as well as a workbook that is yours to keep. 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.