Social Security & Income Planning Workshop in Longview, TX

3201 N Eastman Rd,Longview TX 75605

07 October, 2021

Description

Join us for an educational workshop discussing Social Security, Estate Planning, and Medicare/Medicaid Planning. This educational workshop will provide you with much needed information to help you understand how Social Security works, how to navigate Estate Planning needs, and Medicare and Medicaid Planning functions. After this class you will be able to make informed decisions about all of the above topics in addition to knowing that you too can Retire Smart. 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 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'LL ALSO BE GOING OVER THESE IMPORTANT TOPICS: Retirement Strategies • How to potentially reduce taxation on your Social Security after you start receiving your benefits. • How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse. • How you can potentially fill the gap between Social Security and your desired Retirement Income. • Learn strategies that teach you how to structure RMD's Tax Efficiently. • How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan. Estate Planning Strategies • The 5 most common mistakes made in retirement planning. • Learn the difference between Wills & Trusts • Asset Protection Strategies Medicare & Medicaid Strategies • Avoid Medicare Scams! • Learn the Difference between Medicare Supplements vs Medicare Advantage Plans • Health Plans prior to 65 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? Matt Goolsby is not affiliated with the Social Security administration or any other government agency. Not affiliated or endorsed by venue. Staci understands True Wealth means being able to share your life with your loved ones. She offers Integrity and Respect and approaches each individual clients’ needs form a compassionate, honest and Godly perspective. For the past 16 years Staci has worked in Longview, TX assisting pre-retirees and retirees meet future retirement challenges by helping them establish an understanding of their personal goals and desires while “putting the pieces together” for their own unique plan. She specializes in Social Security planning, Texas Teacher’s Retirement planning, Pensions, 401(k), 403(b) options and strategies. Staci is an expert at developing plans to last a lifetime while offering low/no risk planning tools. She offers strategies to bridge the “income gap” which helps her clients reach their desired retirement goals while maintaining an equal standard of living.