Retirement Workshop & Complimentary Lunch in Livonia, MI

17400 Haggerty Road,Livonia MI 48152

10 June, 2021

Description

Seating is limited to 30 people. Make your reservation today. **Only one reservation permitted, maximum 2 tickets per reservation.** Join us for an exclusive, private event at Fleming's Steakhouse. CDC social distancing guidelines and safety precautions will be strictly followed. Register now for our Educational Workshop and Complimentary Lunch that 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 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. Investment Advisory and Financial Planning services are offered through Inspire Wealth Advisory. Nick has been in the financial services industry for over nineteen years. His passion for the industry was weighted primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided to build his own firm to fully realize his vision for a business model that would arm clients with the knowledge and tools to plan for their tomorrow. Nick takes an educational approach to financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth. In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit. When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of seventeen years, enjoy spending time at their family cottage on Long Lake with their two children, Maddy and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their family, as he does, is his life's greatest passion.