Social Security Workshop Hosted in Omaha, NE

9101 West Dodge Road,Omaha NE 68114

23 February, 2022

Description

This educational workshop will provide valuable information to help you understand how Social Security claiming works. This class size will be limited, and seats may fill up quickly! Masks are recommended and will be available. Refreshments will be provided. TOPICS WE WILL DISCUSS: How did new Social Security laws affect your retirement strategy?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 may be able to reduce taxes on Social Security.What's your full retirement age, and why is it important? What's the best age to claim your Social Security?AS A BONUS, WE WILL ALSO COVER THESE IMPORTANT TOPICS: Economic update - where are we headed?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.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 refreshments be served? Yes, we will have light refreshments available. Is this sponsored by the Social Security administration? Dave Pimper is not affiliated with the Social Security administration or any other government agency. Dave Pimper is a licensed financial services and insurance professional. Securities and investment advisory services offered through Calton & Associates, Inc., 301 E. 6th St. Suite 110, Fremont, NE 68025, phone 402-721-0809. Member FINRA/SIPC. Lazarus Investments, Inc. is not owned or controlled by Calton & Associates, Inc. Registered Representatives of Calton & Associates, Inc. do not provide tax or legal advice. You should consult your tax advisor or attorney regarding your situation. This seminar is educational and designed to give the attendee a broad view of current information. Dave Pimper is an independent financial advisor offering clients asset management and financial planning services. For more than 35 years, he has been helping individuals and families with their financial well-being. Dave believes that by educating clients on retirement planning strategies and investment opportunities, he can help them navigate through the many financial milestones of life.