Social Security Workshop Hosted in Boca Raton, FL

400 Northwest 2nd Avenue,Boca Raton FL 33432

17 November, 2022

Description

This class size will be limited, and seats may fill up quickly! Light Refreshments will be provided. TOPICS WE WILL DISCUSS: How did new Social Security laws affect your retirement strategy?How could the just-announced increased COLA affect your taxes in 2023?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 refreshments be provided? Yes, light refreshments will be available. 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? Larry Goldstein is not affiliated with the Social Security administration or any other government agency. Larry Goldstein is a licensed insurance professional. The Society for Financial Awareness (“SOFA”) is a 50lc3 nonprofit organization, dedicated to financial literacy. Founded in 1993, we have had the opportunity and privilege to work with various prominent companies and organizations across America. Our educational and informational financial outreach, and years of continued success, have provided us name recognition and a reputation of excellence. SOFA members consist of Financial Advisors, Insurance Agents, Estate Planning Attorneys, Accountants, CPAs, Mortgage Brokers, Realtors and Health & Wellness Professionals. These professionals provide valuable services to their communities across America. Our events are designed to educate and help attendees understand and address a variety of financial topics and concerns. SOFA the organization, does not offer to sell financial products nor promote any one particular company. Though the presenter may mention specific financial instruments and their functionality, SOFA’s role is only to educate and inspire. SOFA only represents the educational workshop - all other endorsements are non-SOFA related.