About this Event
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 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 any investments or investment products be discussed? No, there will not be any discussion of any investments whatsoever.
Will refreshments be served? Yes, we will have light refreshments available.
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? Bob Ricci is not affiliated with the Social Security administration or any other government agency.
Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. IAMS Wealth Management and Solid Rock Financial, LLC. are independent of each other. Insurance products and services are not offered through IAMS Wealth Management but are offered and sold through individually licensed and appointed agents.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained here shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
This material and the licensed insurance agents are not affiliated nor endorsed by the Social Security Administration (“SSA”) or any other government agency. Only the SSA can determine and pay social security benefits.
Event Venue & Nearby Stays
Marlton Field House, 785 E Main St, Evesham, United States
USD 0.00
