Social Security Workshop Hosted in Beaverton, OR

5550 SW Hall Blvd,Beaverton OR 97005

15 March, 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! 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? David B. Voydik is not affiliated with the Social Security administration or any other government agency. David B. Voydik is a licensed financial services and insurance professional. Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. IAMS Wealth Management and Peak Performance Concepts, Inc. are independent of each other. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice.