Social Security Workshop Hosted in Plano, TX

2501 Coit Road,Plano TX 75075

31 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! Masks are optional 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. 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. Is this sponsored by the Social Security administration? Robert Belosic is not affiliated with the Social Security administration or any other government agency. Robert Belosic is a licensed insurance professional. This event is not sponsored by the Plano Public Library or the City of Plano.