Social Security & Income Planning Workshop in Gallatin, TN

210 Albert Gallatin Avenue,Gallatin TN 37066

18 January, 2022

Description

Learn how the Economic Impact of COVID 19 can affect you. This Workshop Will Provide You With Much Needed Information To Help You Understand How Social Security Works. After This Class, You Should Be Able To Make Better 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?Strategies to help maximize your Social Security benefits.Ideas to potentially reduce taxes on Social SecurityAS A BONUS, WE WILL ALSO COVER THESE IMPORTANT TOPICS: 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 seminar 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. Appointments offered via Zoom, Phone, or One-on-One Consultation. Click Here to Schedule 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 sold anything? No. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure. This event is designed to help provide general information on the subjects covered, and is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, make or recommend any tax plan or arrangement. Please note, neither the presenter nor World Equity Group, Inc., provides legal or tax advice. You are encouraged to consult your tax advisor or attorney. This event is designed to help provide general information and is not intended to be a recommendation to buy or sell any specific financial product or service. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary therefore, the information should be relied upon when coordinated with individual professional advice. Past performance is no guarantee of future results. Diversification does not ensure against loss.Securities offered through World Equity Group, Inc. Member FINRA & SIPC. Investment Advisory Services Offered through Triumph Wealth Advisors. Sunrise Financial Partners and Triumph Wealth Advisors are unrelated entities and are not owned or controlled by World Equity Group, Inc. Jeffrey Duncan has been in the financial planning industry for over 10 years. His previous 30 years as a real estate broker and auctioneer helps him recommend real estate-related investments and understand the vital role real estate plays in helping to meet clients’ financial needs. His experience sets the foundation for his work as a financial advisor. Jeffrey’s attention to detail, listening skills, and empathy are symbols of his appreciation for his clients. He works hard to support his clients’ dreams while helping to protect their financial future. His professionalism has helped him build long-term relationships with his growing client base while providing excellent customer service. Jeffrey received his bachelor’s degree in finance with a financial planning emphasis and associate’s degree in real estate from Western Kentucky University. His focus is on retirees, real estate brokers, auctioneers, agents, attorneys, and CPAs. Jeff uses his experience and knowledge to help clients meet their financial objectives by providing financial solutions, including 1031 exchange programs. Jeffrey is happily married to his lovely wife, Leigh Anne, and has two adult children, four grandchildren, and five great-grandchildren. Jeff’s love of family is almost equal to his love of golf and Kentucky basketball.