Learn the 5 Action Items you need to know to maximize your retirement.
The pandemic has changed the way the people are looking at retirement. This educational class will provide you with tools and information on how Social Security works and how to maximize your benefits in retirement.
Seating is limited due to Covid Restrictions. Social Distancing Guidelines will be followed. Reserve your seat today.
Topics we will discuss:Learn how to size up your current retirement situation and income sources.Learn about distribution methods and what is the right distribution method for you. Learn and understand all the rules of retirement income distribution. Learn how to develop an retirement income strategy How to take steps to be prepared for the unexpected. ADDITIONAL TOPICS WE WILL DISCUSS :
Learn how to fill the gap between Social Security and your desired retirement income.Learn different retirement investment options and what might be right for you.Learn How Social Security benefits are calculated.How do annuities work and are they right for you. What is the 59 and 1/2 rule?Learn the best ways to protect the wealth you have built for retirementFREQUENTLY ASKED QUESTIONS
Is there a cost to attend?
No, there is no cost to attend.
Will I be pitched or sold anything?
No. Our classes are strictly educational.
Do I need to bring anything?
No, you will be provided with pen and paper to take notes.
Is this sponsored by the Social Security Administration?
No, we use locally qualified financial professionals to run each workshop. We are not affiliated with any government entities.
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