Social Security & Income Planning Complimentary Dinner in Flowood, MS

100 Ridge Way,Flowood MS 39232

02 December, 2021

Description

*** Safety measures will be in place regarding recommended COVID-19 precautions*** Dinner will be served. WHY THIS CLASS MATTERS Many of the retirement strategies utilized by our parents have grown outdated and may no longer have application for those looking to retire today. This class compares and contrasts the old retirement paradigms of yesteryear and the new paradigms of today. Attendees will discover how to insulate themselves from the risks of rising taxes, Social Security taxation, and how to avoid common mistakes that increase the chances or running out of money as you distribute your assets in retirement. TOPICS TO BE COVERED INCLUDE How to avoid the #1 fear for retirees: Running Out of Money.The latest Social Security changes and how to maximize the benefit your tax dollars paid for.What is the SECURE Act of 2020 and how could it effect your retirement?The impact of fees, taxes and penalties on your retirement income and what you can do about it.The 6 questions every successful retirement plan needs to answer.How to turn retirement accounts into paychecks for life.How to limit or avoid huge market losses without sacrificing competitive return rates.AS 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 luncheon or dinner 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 Make Your 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. Kimberly Vance is the Founder and Vice-President of Pondera Financial Group, LLC. She was born and raised in Pascagoula and graduated from Pascagoula High School in 1986. She attended the University of Southern Mississippi, where she graduated in 1992 with a Bachelor’s Degree in Accounting from USM. Kimberly relocated to the Jackson Metro Area after Hurricane Katrina. Here she worked with Horne CPA. In 2013, she and Kenneth Lewis formed Pondera Financial Group. We are located in Ridgeland, Ms. Kimberly focuses on developing financial programs and strategies that address the unique financial needs and circumstances of our country’s growing mature population and generations behind. Kimberly has a personality that naturally goes well with anyone she meets. Enthusiastic and passionate about her career helps her strive to the highest level of success.