About this Event
Kevin brings more than 30 years of experience in the financial services industry, with a steady focus on education, clarity, and building long-term relationships with the clients he serves.
TOPICS WE WILL DISCUSS:
- How did new Social Security Laws affect your retirement strategy?
- Why waiting to take Social Security may or may not be your best move.
- 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 Security
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 to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.
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.
Event Venue & Nearby Stays
Bison Ridge Recreation Center, 13905 East 112th Avenue, Commerce City, United States
USD 0.00
