Social Security & Retirement Planning Workshop in Jacksonville, FL

12000 Alumni Drive,Jacksonville FL 32224

10 April, 2021

Description

Learn how the economic impact of COVID-19 can affect your retirement. There Is No Charge For This Class And Attendees Will Receive Free Resources To Keep As A Reference. This Educational Workshop Will Provide Valuable Information To Help You Understand How Social Security Works. After The Class, You'll Be Able To Make Informed Decisions About Social Security And Understand How The Elections You Make Will Affect Your Monthly Benefits. UNDERSTANDING YOUR SOCIAL SECURITY BENEFIT OPTIONS One of the most important decisions you need to make before retiring is when and how to claim your Social Security benefits.  Almost all retirees apply for Social Security as soon as they become eligible at age 62.  By doing so, you may significantly and permanently impact your income and benefits for the rest of your life.  The difference between the best and worst possible decision about when to start Social Security can be well over $100,000.  LEARN IMPORTANT RULES THAT COULD AFFECT THE AMOUNT OF RETIREMENT BENEFITS YOU COLLECT, AS WELL AS STRATEGIES FOR COORDINATING SOCIAL SECURITY WITH OTHER SOURCES OF RETIREMENT INCOME! BALANCED FINANCIAL INFORMATIONThis course is designed to give each attendee a comprehensive and Plain-English financial education, while also exposing various pitfalls and risks that threaten to derail many retirees today. This event is purely educational – no specific products or services will be offered. Topics we will discuss: · How did new Social Security laws affect your retirement strategy? · Is "File and Suspend" really gone? · 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. · PLUS: The new Tax Cuts and Jobs Act contains some of the most sweeping changes the tax code has seen in over 30 years. Being informed on how these important changes may affect you and your family is pivotal. AS A BONUS WE'LL ALSO BE GOING OVER THESE TOPICS THAT ARE IMPORTANT AS WELL · How to potentially reduce taxation on your Social Security after you start receiving your benefits. · How you can potentially fill the gap between Social Security and your desired Retirement Income. · How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse. · Learn strategies that teach you how to structure RMD’s Tax Efficiently. 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. Is this sponsored by the Social Security administration? Peter Laliberte is not affiliated with the Social Security administration or any other government agency. This event is not to be photographed or recorded and should not be attended by any agents. Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.