Retirement U Seminar hosted in Racine, WI

7111 Washington Ave,Racine WI 53406

20 October, 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.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 offered through Elite Income Advisors, Inc., a State-Registered Investment Advisor located in Columbia, Maryland. Elite Income Advisors, Inc. does not provide legal or accounting advice. Investment Advisor Representatives of Elite Income Advisors, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Retirement Planning Services, Inc. Benjamin D. Heizer, President of Heizer Financial Group, has been working in the financial services industry since 2004.Heizer Financial Group was formed in 2008 which focuses on helping you Retire Your Way. We service over 1000 clients in the Northern Illinois and Southern Wisconsin areas. We are proud to have a Complaint Free, A+ rating with the Better Business Bureau . Ben currently resides in the northern suburbs of Illinois with his wife, Alyssa and four adorable daughters. Ben volunteers as a worship leader in his church and regularly looks for opportunities to serve in his community thru special client events that include donations to charitable organizations. Ben can make the confusing and complex issues of retirement clear and understandable. This helps his clients to feel comfortable with his recommendations and enables them to accomplish their goals in retirement. Over the past 16 years, Ben has helped his clients keep over $160 Million of their retirement assets safe from market declines. In the recent market downturn he has saved his clients over $48 Million in losses. We consider our clients as family and we treat them as such. In everything he does, Ben seeks to provide his clients with the ultimate asset, peace of mind. Year after year, Ben humbly and continually ranks in the Top 1/10th of 1% of all financial professionals in his specialty. For people looking to achieve their retirement goals, Ben is undeniably one of the best financial professionals in the nation to partner with and we look forward helping you Retire Your Way.