Retirement U Educational Seminar in Las Vegas, NV

2400 Deer Springs Way,Las Vegas NV 89084

02 November, 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 only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Wells Capital Group are not affiliated companies. Wells Capital Group is an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Neither the firm nor its representatives may give tax or legal advice. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Founder and Managing Partner of Wells Capital Group, Tanner Wells is a graduate of Brigham Young University, where he earned a bachelor’s degree in Business Administration with an emphasis in Finance. He prides himself in being a financial advisor for his clients. Tanner formed Wells Capital Group on the standard that people don’t care how much you know, until they know how much you care about them and their personal situation. He serves clients through comprehensive financial planning, investment and insurance strategies and unparalleled personal service to help clients pursue their retirement goals. He holds his life and health insurance licenses in the state of Nevada and California. He is an Investment Adviser Representative (IAR) who has passed the series 7 and 66 Securities exams. Tanner resides in Las Vegas with his lovely wife Camilla and their three children, Wyatt, Sawyer, and Remy. His wife’s family has called Las Vegas home since 1955. When he is not in the office you can find Tanner on a sports field volunteering with his kids’ little league games. He enjoys golfing, being outdoors, dirt bike riding, and spending time with family and friends. He is passionate about volunteering with local charities and is an active member of his church and community.