Social Security and Retirement Informational Class hosted in Mesa, AZ

7550 E, Adobe Street,Mesa AZ 85207

25 May, 2021

Description

Learn how to Maximize your Social Security benefits to help you increase your retirement income. This educational course will provide you with much needed information to help you understand social security, minimize taxes, and maximize your personal benefits to help you enjoy retirement. This is not a financial seminar; this is a financial course of study where you will leave with the knowledge and confidence to make financial decisions suited to your level of risk and in-line with the goals and objectives you establish. Social Distancing Protocols will be in place for this in-person event. Topics:Learn how to maximize your Social Security benefits.Learn how waiting to take your Social Security benefits may or may not be the best decision for you.Learn how to supplement Social Security with other income sources.Learn how to lower taxes on your Social Security benefits. How to know when it is the right time to retire. 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 Social Security benefits work for surviving spouses?Learn how the Secure Act can impact your retirement decisions.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.