Social Security & Income Planning Workshop in Walpole, MA

143 School Street,Walpole MA 02081

30 September, 2021

Description

Learn how the economic impact of COVID-19 could affect your retirement. Join us for an Educational Workshop that 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 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. Investment advisory services are offered through Foundations Investment Advisors, LLC an SEC registered investment advisor. Micheline Dagher also known as Micha or Michelle, is the Founder of Dagher Financial and a Financial Advisor who holds fiduciaries towards her clients, she has been in the Financial Advisory service since 2011. Mrs. Dagher is a graduate of Bircham International University, Business School, with a Bachelor degree in Business Management with a major in Finance, in addition; she has several advanced courses in finances from Northeastern University, in Boston. Micha is currently a candidate for Certified Divorce Financial Analyst (CDFA®). Micha holds life insurance licenses in MA, NH and RI. Mrs. Dagher speaks 3 languages Arabic, French and English. Having been raised with parents in a small village back in Lebanon and experiencing different cultures across the world, Micha was brought up with values that play an integrated role in her practice today. Morals and ethics are true to who she is as a business owner, but more importantly as wife and mother. Micha has been married since 2012 and has two young boys: George and Jonathan. The entire family enjoys a variety of outdoor activities and sports such biking, swimming and basketball and many others.