Social Security Workshop Hosted in Denton, TX

3228 Teasley Lane,Denton TX 76208

26 January, 2022

Description

This educational Workshop will provide you with much needed information to help you understand how Social Security works. 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 Security.BONUS 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. Should I arrive early? It is recommended that you arrive 15 minutes early to have ample time to park and secure a seat. 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. Provision Retirement, LLC and its advisors are not affiliated with or endorsed by the Social Security Administration or any government agency. For more information, visit www.provisionretirement.com. This event is not affiliated with the host facility. The host facility does not endorse any position expressed by the group sponsoring this event. Casey specializes in developing strategies and income plans for individuals and families who are nearing retirement or who have already retired. His clients appreciate his ability to boil down complex topics into workable plans, and it is his passion to provide them with peace of mind for their retirement years. With a degree in finance, he is also a sought after consultant, and has traveled the country helping numerous organizations and individuals.