Social Security & Income Planning Workshop in Grapevine, TX

1175 Municipal Way,Grapevine TX 76051

20 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 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.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 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. Advisory services are offered by Interlinc Financial Advisors, Inc. a Registered Investment Advisor in the State of Texas. Insurance products and services are offered through Interlinc Financial Advisors, Inc. and Texas Family Insurance, Inc., an affiliated company. Steve & Gayle Meeks are the founders of Interlinc Financial Advisors. They apply their expertise to help clients protect their wealth. Lifestyle & peace of mind. With decades of experience, they use an educational approach, focusing on ensuring that clients have the knowledge needed to make informed decisions for their future. They are tactical thinkers, skills Steve developed as a Navy tactical strategist specializing in Warfare and Search & Rescue during the Cold War/Desert Shield and Desert Storm eras. It’s important to both Steve & Gayle for clients to feel peace of mind & to outlive their money comfortably! Retirement looks different during this unprecedented time. Now is the time to plan for it.