With Social Security and Medicare accounting for over 60% of the Federal budget, changes to these two benefits happen yearly. Sometimes they benefit Baby Boomers and other times they can sting or outright hurt boomers. Education is the key to success in retirement. What you were taught 2 years ago has changed today and will probably change in the future.
Join us for this important, free event open to the public.
They will walk you through the potential pitfalls of Social Security and show you ways to take advantage of Social Security laws that will benefit you. They will cover additional important topics listed below.
Topics we will discuss:
Social Security laws and your retirement strategy
A new waiting strategy
When your spouse is still working
Working and collecting Social Security
Divorced and widow benefits
Tip to maximize your Social Security checks.
How you can reduce taxes on Social Security.
AS A BONUS WE'LL ALSO BE GOING OVER THESE TOPICS THAT ARE IMPORTANT AS WELL:
How 4% interest is better than 7% in market returns.
How inflation will change everything.
How to protect 1/2 of our cash and assets from your spouses care.
Reduce the cost of Nursing Homes and Long-Term Care
Trick to lower your income taxes
An inexpensive way to avoid PROBATE and ATTORNEY FEES
FREQUENTLY ASKED QUESTIONS:
Q. Is there a cost to attend?
A. No, there is no cost to attend.
Q. Do I need to bring anything?
A. No, you will be provided a folder with tax information along with a pen and paper to take notes.
Q. Will any investments or investment products be discussed?
A. No, there will not be any discussion of any investments whatsoever.
Q. Will I be pitched or sold anything?
A. No, there is no sales pitch, this is an educational workshop.
MAR - 05 - 2019
Social Security Workshop hosted in Glendale, AZ.
Downtown Glendale Library
Large Meeting Room
Free to Attend
Date And Time
Tue, March 5, 2019
6:15 PM – 7:45 PM MST
5959 W. Brown Street
Large Meeting Room
Glendale, AZ 85302
Social Security & Retirement Workshop
- LIMITED SEATING - RESERVE YOUR SEAT NOW -
FREE SOCIAL SECURITY ANALYSIS
Patty was married twice, 30 years the first time and 8 years the last. See why Patty was able to collect Social Security benefits from her first husbands Social Security while hers will continue to grow 8% every year until she's 70.
We were able to point out one couple was paying their advisers team nearly 3% a year regardless of their investment performance.
Betty was contemplating divorce until she discovered that delaying 6 months would entitle her to more Social Security Benefits
Gary (66) and Linda (63) increased their Social Security checks by $900 a month using our recommended strategy.
Joan was able to protect her income and other assets from Berry's Nursing-Home spend down.
Robert age 50 learned he could withdraw from his IRA without tax penalties
© 2018 by Michael J Eberhardt
President of The East Valley Chapter of SOFA 480-726-8805