Description
RETIRE WITH CONFIDENCE: ATTEMPT TO MAXIMIZE YOUR SOCIAL SECURITY BENEFITS AND LEARN TAX-EFFICIENT RETIREMENT STRATEGIES.
DURING THIS EDUCATIONAL CLASS, YOU WILL LEARN:
• Simple tax mistakes to avoid (and tips for understanding tax efficiencies).
• Easy strategies to increase your Social Security benefits.
• How you may be able to reduce or eliminate taxes on your Social Security.
• File for Social Security benefits early or delay? What's better for you?
• Common mistakes that routinely cost many retirees thousands in lifetime SS benefits and unnecessary taxes.
With the new administration in office, what changes are occurring? New tax laws or modifications to past laws may impact your benefits and the way you make your election. Also, your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you.
Come and learn more at this complimentary group presentation, hosted by local retirement professionals, Jeff Bush, Steve Jablonski, and Shannon LaRosse from WellSpring Financial. This educational workshop will cover tax-efficient retirement strategies and reveal the latest for potentially maximizing your Social Security benefits.
Date and Time
Tue, Sep 01, 2026
6:00p - 8:00p EST