Empowering Women for Retirement Workshop in West Chester, PA

Women face unique challenges in retirement which require unique solutions. This educational workshop specifically for Women is designed to increase your knowledge and confidence which will assist You in making the best decisions for Your retirement.

These important topics will be addressed:

• The most common mistakes regarding Social Security and how to avoid them?

• Addressing the potential tax hikes Woman face in retirement.

• What if you still are or want to work part-time? How does that affect your taxes, investments and Social Security?

• Revising Estate Legal Docs for major life changes.

• Options available to You to Protect Your Wealth.

• How Medicare premiums can potentially drastically increase and how to prevent it.

AS A BONUS, WE WILL ALSO COVER THESE IMPORTANT TOPICS:

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 benefits and your desired Retirement Income.

How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.

How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you.

Learn strategies that teach you how to structure Required Minimum Distributions from your IRA/401k/403b etc. Tax Efficiently.

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.

*Registration is required!!

Event Venue & Nearby Stays

1160 McDermott Dr room 306, 1160 McDermott Drive, West Chester, United States