Retirement Max Workshop - Social Security and Retirement Risk - *

200 Municipal Drive,Hoover AL 35216

26 August, 2021

Description

Join us for an educational Social Security and retirement seminar at Hoover Public Library. The class will fill up fast, seats are limited 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: Do you have a Retirement Plan? What can I do to simplify money in Retirement? What are the major planning phases in Retirement? What has changed in social Security and what are the proposed changes? How did the new social security laws affect my retirement strategy? Why Waiting to take Social Security may or may not be the best move. How to maximize Social Security Benefits. Maximizing your Income during retirement. 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 a 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? Ken Reeves is not affiliated with the Social Security Administration or any other government agency. Ken Reeves MS, CAS, CSS Ken Reeves is a two-time graduate of Jacksonville State University earning both his Bachelor’s and Master's degree. He is the host of Retirement Max Radio on WZRR and WERC here in Birmingham. He is a Certified Social Security and Medicare Specialist as well as a Certified Annuity Specialist. Ken and his family have been in the financial service area for more than 32 years. Ken Specialized in Advanced insurance planning strategies including 401K and IRA rollovers for retirees, estate planning strategies, and cash value life insurance educating clients on how to maximize their retirement with life-long income and tax-free or reduced tax strategies. Ken is the principal and owner of Apex Financial Group LLC. He is a member of the John Maxwell Team and is a speaker and author. He gives seniors presentations on Social Security planning, retirement strategies, and Long Term Care in Birmingham and Northern Alabama.