Social Security & Income Planning Workshop in University Place, WA

9850 64th Street West,University Place WA 98467

02 November, 2022

Description

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 SecurityYOU WILL LEARN THE FOLLOWING TOPICS IN EASY-TO-UNDERSTAND TERMS: How to protect your money against future drops in the market without completely sacrificing the chance to grow your money now.How America’s debt and deficit may potentially impact your retirement.The New SECURE Act and how you can avoid a big tax hit for you and your beneficiaries.Inflation is at a 40-year high. Traditional safe havens such as CDs, money market accounts, bonds, and savings accounts are eroding your assets. Learn about safe alternatives to drive more income.How you can potentially create a guaranteed retirement income that you and your spouse cannot outlive.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. Is this sponsored by the Social Security administration? Ostlund Wealth Advisors are not affiliated with the Social Security administration or any other government agency. Daniel Ostlund is an Investment Advisor Representative dba, Ostlund Wealth Advisors. Investment advisory services are offered through CPR Investments, Inc. 1600 Parkdale Rd, Ste 201, Rochester, MI 48307 (800) 213-1164. Ostlund Wealth Advisors and CPR Investments Inc do not offer legal or tax advice. Marie Ostlund offers securities through World Equity Group, Inc. Member FINRA & SIPC. Ostlund Wealth Advisors and CPR Investments are unrelated entities and are not owned or controlled by World Equity Group, Inc