Social Security & Income Planning Workshop Hosted in Salina, KS

2562 Centennial Rd,Salina KS 67401

15 January, 2022

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.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. Terri J Saltzman is a local expert in IRA/40lk planning for investors and baby boomers that are looking forward to retirement. She has taught retirement planning seminars in Kansas since 2002. She assists consumers 50+ to preserve their assets, protect their retirement income and more profitably organize their investments. People that consult Terri find that they may find ways to lower their tax bills, eliminate taxes on their social security, increase their fixed monthly income and obtain better protection for their financial future. Terri has been a licensed insurance agent for over 20 years and is a member of the National Association of Professional Agents and is an accredited member of the Better Business Bureau of Kansas boasting an A+ rating. She has also partnered with Elder Law and Estate Planning Attorneys and CPA's across the state to bring solutions that address the needs of today's retirees. Terri is married with 3 adult children, 5 grandchildren & 2 great grandchildren. She has 2 dog children and I cat. She enjoys spending time with and spoiling her grandchildren and the rest of her family and fishing with her husband while trolling the lake on their pontoon boat.