Social Security & Income Planning Seminar in Elkhart, IN

2130 Middlebury St,Elkhart IN 46516

16 June, 2021

Description

Learn how the Economic Impact of COVID-19 could affect your retirement. **Lunch will be provided for all attendees.** This Educational Workshop Will Provide You With Much Needed Information To Help You Understand How Social Security Works. After This Class, You Will Be Able To Make Informed Decisions About Social Security And Understand How The Elections You Make Will Affect Your Monthly Benefits. 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 SecurityAS A BONUS, WE WILL ALSO COVER THESE IMPORTANT TOPICS: 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 potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.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. Are you in the high risk health group? Can't make this time? That's okay! We are here for you. Click the following link to schedule an appointment to learn more about this vital retirement information. Click Here To Schedule An Appointment ***DUE TO SOCIAL DISTANCING STANDARDS, THE CLASS SIZE WILL BE LIMITED. MASKS ARE ENCOURAGED*** Past performance is not indicative of future performance and all proforma activities, including forecasts, are forward-looking estimates and are not guarantees of performance. Any risk mitigation is partial, some risks always remain and risks are usually proportional to potential return regardless of mitigations. Since entering the financial services industry in 2000, Paul Keough has remained focused on helping clients work toward their retirement dreams. Initially working on Wall Street with high-profile investors, Paul soon realized his true passion was for helping individuals and their families on Main Street grow their retirement funds. As the chief compliance officer of Turnkeough Wealth Management, Inc., Paul supervises all activities of the firm. He adheres to applicable regulatory requirements, together with all policies and procedures outlined in the firm’s code of ethics and compliance manual. Paul passed his Series 65 securities exam and earned his health and life insurance license in multiple states throughout the United States. Paul holds an MBA in finance from the University of Michigan’s Ross School of Business and a Ph.D. in biochemistry from Northwestern University. Paul has been recognized for his dedication to clients and featured in the media, most notably in EWTN’s "Journey Home" show, Dan Cheely’s "Relevant Radio" show and a podcast hosted by seizeyourbusiness.com. Paul is a happily married husband and father of six children. He and his family live in the western suburbs of Chicago. In his free time, Paul enjoys playing chess and stays active by biking, swimming and playing basketball and tennis.