Social Security & Income Planning Workshop Hosted in Richmond, KY

507 W Main St,Richmond KY 40475

13 July, 2021

Description

Learn how the Economic Impact of COVID-19 could 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 Security AS 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? Kristina Ping is not affiliated with the Social Security administration or any other government agency. 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 Kristina Ping, PhD., is the Founder and CEO of Powerful Legacy Insurance and Financial Services. She is well known for her personal connection to her clients. As a multi-year MDRT member, her top 10% worldwide recognition in service and production sets the tone for her energy and persistency in caring for her clients. Before becoming an independent agent and a partner at the firm, Kristina enjoyed over 10 years as a specialist in insurance and financial services with Transamerica Agency Network, formerly Monumental. Before joining the financial profession, she spent several years with Allstate in property and casualty insurance, as well as interning and employed as a paralegal. Kristina enjoys sharing her knowledge through educational seminars, guest specialist speaking engagements, and guest professorship positions. Kristina earned her BA in History with a Minor in Political Science at Eastern Kentucky University, and continuing with her MBA, then PhD. in Financial Services with emphasis on Retirement Strategies at American College. Kristina is currently authoring four books with targeted publishing by 2020, all about her great passion for educating others to help solve the retirement puzzle. You will find Kristina volunteering at Senior Centers, soup kitchens, and as a Board Member of several local and national charitable organizations. Kristina loves attending athletic events at the University of Kentucky, days at Keeneland, and playing golf. Kristina also enjoys time with her family, especially in dining and travel.