Social Security & Income Planning Workshop in Walpole, MA

143 School St,Walpole MA 02081

09 December, 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. My name is Micheline Dagher, and as an investment adviser held to the fiduciary standard, I specialize in the risks of retiring today to help people like you realize their retirement success. Since 2011, I have dedicated my career to understanding the rules, regulations, and tax laws that can go on to affect your portfolio’s durability. I embrace this challenge by putting together holistic plans that give you three things: 1) a reliable income that can compensate for the effects of inflation, 2) a customized Social Security strategy, and 3) an extra layer of protection against the rising cost of healthcare. I believe that everyone deserves a plan designed for them and at my firm, this plan includes everything—income, debt, investment accounts, even your bucket list. Before becoming president of Dagher Financial, I earned my bachelor’s degree in business management with a major in finance from BIU and took advanced courses in finance from Northeastern University in Boston. A member of the National Ethics Association and the National Association of Women Business Owners (NAWBO), I am also a National Social Security Advisor certificate holder, a Chartered Retirement Planning Counselor(CRPC®), an Accredited Asset Management Specialist (AAMS®) and an Accredited Wealth Management Advisor(AWMA®). I tell you this because approaching a retirement plan is not the same thing as approaching an investment plan. During your working years, you can choose a solid position such as mutual funds or stock options and ride out the market because you’re going to make money no matter what. As you near retirement, however, you need a specialist.