About this Event
Thursday, February 27th, 2024
2:00 PM - 3:00 PM
You will learn:
✔ How Social Security Benefits are calculated
✔ Strategies that may greatly increase your Social Security Benefits
✔ When you should apply for Social Security
✔ Why married couples could miss out on substantial benefits
✔ How Social Security & Retirement Benefits are taxed
✔ Strategies that potentially reduce taxes on your retirement income
NEW RULES Jan 2025* - As of Jan. 5, 2025, the Social Security Fairness Act officially repealed the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).
* *Classes are instructed by a fee-based fiduciary financial planner and member of the
Association of Financial Educators
501(c)3
Location:
financial planning landscape
601 Heritage Drive
Suite #235
Jupiter, FL 33477
Bryan Daly, CFP®, is a seasoned financial professional who leverages his extensive expertise to help shape the financial planning landscape.
As the Founder of NLFA IAR and a Registered Investment Advisor at Royal Fund Management, Bryan dedicates himself to teaching innovative methods for making, managing, and saving money.
Call if you have any questions: 561-448-4401
Event Venue & Nearby Stays
Jupiter Business Center, 601 Heritage Drive, Jupiter, United States
USD 0.00
