About this Event
This workshop is designed for people that have 250k of investable assets or more. First time registrants only.
Are you ready to uncover the hidden factors that affect your Social Security benefits? Join us for an exclusive event where we pair the art of fine wine with insightful financial wisdom. Wine & Wisdom is designed to give you a deeper understanding of Social Security's complexities—what they don’t always tell you—and how it impacts your financial future.
What You’ll Learn:
- Understanding Social Security's Hidden Costs: Unveil the unseen expenses and taxes that can reduce your benefits over time.
- Maximizing Your Benefits: Discover strategies for getting the most out of your Social Security, from timing your claims to understanding benefit adjustments.
- Planning for the Future: Learn how Social Security fits into your broader retirement plan and how to avoid common pitfalls.
- Taxes & Social Security: How tax laws can erode your benefits and how to protect yourself.
Sip, Savor, and Learn:
Each session is designed to be interactive and fun! As you enjoy expertly selected wines, our financial experts will walk you through crucial topics like:
- Could Social Security go broke?
- How does my Full Retirement Age impact my monthly payment?
- What is the “breadwinner” provision for couples?
- Could a government pension impact my or my spouse’s social security payment?
- How will my Social Security be taxed?
- What are the potential pitfalls of starting Social Security payments at ag 62?
- Why is working 35 years important in determining my Social Security payments?
OTHER IMPORTANT TOPICS:
- How you can potentially fill the gap between Social Security 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 and your spouse.
- Learn strategies that teach you how to structure RMD's Tax Efficiently.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. BCM & Evans Financial Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Evans Financial Group is not affiliated with or endorsed by the Social Security Administration or any other government agency.
Event Venue & Nearby Stays
Evans Financial Group, 425 Ashley Ridge Boulevard, Shreveport, United States
USD 0.00
