Social Security & Incoming Planning Seminar in Sarasota, FL

803 North Tamiami Trail,Sarasota FL 34236

27 July, 2021

Description

Learn how the Economic Impact of the 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. Are you in the high risk health group? Can't make this seminar time? That's okay! We are here for you. Click the following link to schedule a FREE one on one appointment to learn more about this vital retirement information. Click Here to Schedule Your Appointment 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. Joseph DeRenzis Jr. is the Owner and President of JD Financial Solutions & Insurance Group Inc. and has been a standout financial service professional since 1999. Joe focuses primarily on comprehensive retirement planning and income planning, utilizing a combination of techniques and experience gained from helping hundreds of clients successfully improve their finances and their lives. Joe is driven by his clients’ success – nothing is more rewarding than creating a successful plan for a client to help ease or eliminate their financial stress, worries and fears.Joe is dedicated to doing what is best for his clients 100% of the time. It is his passion to educate his clients to ensure that they have the knowledge they need to make clear, informative decisions about their financial future. Joe designs financial plans alongside of his clients and he makes sure that every product is specifically selected to fit their personal plan.