Social Security Workshop in Lisle, IL

1925 Ohio St,Lisle IL 60532

24 June, 2021

Description

Learn how the Economic Impact of COVID 19 can affect your Retirement. 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. Is this sponsored by the Social Security administration? John T Kelly is not affiliated with the Social Security administration or any other government agency. Not affiliated or endorsed by venue. Investment advisory services are offered through Foundations Investment Advisors, LLC and is a SEC registered Investment Advisor. John Kelly is President of Kelly Financial Services Inc., a financial service firm based in Hickory Hills, Illinois. John’s practice has focused on providing his clients with a hands on approach in assisting them in designing and implementing solid investment strategies. John was raised on the South Side of Chicago when he and his parents moved back from Ireland. John is the oldest of four siblings. John attended St. Laurence H.S. in Burbank before going to Depaul University, where he majored in finance and business management. John’s professional associations include membership with the Illinois Department of Insurance, National Association of Financial and Estate Planners and the Million Dollar Round Table. John earned Top of The Table honors in 2001. John has been in the financial field for over 25 years. His strong “commitment to service” has allowed him the opportunity to work with hundreds of clients in estate planning and investing. John lives in Palos Park and is the proud father of seven sons.