Events
We’re committed to helping you make informed decisions about your financial future. We invite all clients, referred guests and visitors to attend our events.
Upcoming Events
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Tue09Feb20216:00 PM - 8:00 PMUniversity of Louisville Shelbyhurst Campus 450 N Whittington Pkwy, Louisville, KY 40222
Social Security Benefit Options
Understanding your Social Security Benefit Options
One of the most important decisions you need to make before retiring is when and how to claim your Social Security benefits. Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating social security with other sources of retirement income. Plus, understand how Social Security works with your other retirement assets.
Topics include:
- How to properly file for Social Security benefits
- Maximize the amount your eligible to receive
- Avoid the most common mistakes people make when claiming benefits
- Position your assets to minimize or avoid paying taxes on Social Security benefits
- How Social Security is taxed
- Much more
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Thu11Feb20216:00 PM - 8:00 PMUniversity of Louisville Shelbyhurst Campus 450 N Whittington Pkwy, Louisville, KY 40222
Social Security Benefit Options
Understanding your Social Security Benefit Options
One of the most important decisions you need to make before retiring is when and how to claim your Social Security benefits. Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating social security with other sources of retirement income. Plus, understand how Social Security works with your other retirement assets.
Topics include:
- How to properly file for Social Security benefits
- Maximize the amount your eligible to receive
- Avoid the most common mistakes people make when claiming benefits
- Position your assets to minimize or avoid paying taxes on Social Security benefits
- How Social Security is taxed
- Much more
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Thu18Feb20216:00 PM - 8:00 PMUniversity of Louisville Shelbyhurst Campus 450 N Whittington Pkwy, Louisville, KY 40222
Living a Tax-Free Retirement Workshop
This two-hour course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and looking for ways to reduce or even eliminate taxes owed from income. This course is designed to take the confusion out of retirement planning and empower you to understand your finances and design a plan based on sound principles and safe practices. This course will show you how to properly allocate your assets using IRS Guidelines to reduce or eliminate taxes on your income. Upon completion you will know how to properly allocate your assets, accurately devise a plan for Tax Free income that will last throughout your retirement, and how to take advantage of little known investment vehicles that will help you both achieve your tax free retirement goals and leave a legacy to your loved ones as well.
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Tue09Mar20216:00 PM - 8:00 PMUniversity of Louisville Shelbyhurst Campus 450 N Whittington Pkwy, Louisville, KY 40222
Social Security Benefit Options
Understanding your Social Security Benefit Options
One of the most important decisions you need to make before retiring is when and how to claim your Social Security benefits. Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating social security with other sources of retirement income. Plus, understand how Social Security works with your other retirement assets.
Topics include:
- How to properly file for Social Security benefits
- Maximize the amount your eligible to receive
- Avoid the most common mistakes people make when claiming benefits
- Position your assets to minimize or avoid paying taxes on Social Security benefits
- How Social Security is taxed
- Much more
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Thu11Mar20216:00 PM - 8:00 PMUniversity of Louisville Shelbyhurst Campus 450 N Whittington Pkwy, Louisville, KY 40222
Social Security Benefit Options
Understanding your Social Security Benefit Options
One of the most important decisions you need to make before retiring is when and how to claim your Social Security benefits. Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating social security with other sources of retirement income. Plus, understand how Social Security works with your other retirement assets.
Topics include:
- How to properly file for Social Security benefits
- Maximize the amount your eligible to receive
- Avoid the most common mistakes people make when claiming benefits
- Position your assets to minimize or avoid paying taxes on Social Security benefits
- How Social Security is taxed
- Much more
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Tue16Mar20216:00 PM - 8:00 PM3015 River Road - Louisville, KY 40207
Tax-Smart Retirement Planning Event at River House Restaurant
Join your host Justin Jenkins for a presentation and dinner especially designed for retirees or those retiring soon. He will explain (in plain English) the latest IRA/401(k) rules and tax-saving strategies, along with common mistakes that can be avoided - if you know what you're looking for.
Topics include:
- Why taxes may be the biggest retirement risk you haven't planned for
- How to create a TAX-FREE income retirement from your current 401(k)/403(b)/IRA or using non-IRA money
- Learn to protect your assets from getting eaten up by long-term care and healthcare costs
- Learn how to transfer assets and create a legacy tax-efficiently
- Much more
Seating is very limited and this event is for those 60 and older. Call 877-573-2043 to register.
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Thu18Mar20216:00 PM - 8:00 PM3015 River Road - Louisville, KY 40207
Tax-Smart Retirement Planning Event at River House Restaurant
Join your host Justin Jenkins for a presentation and dinner especially designed for retirees or those retiring soon. He will explain (in plain English) the latest IRA/401(k) rules and tax-saving strategies, along with common mistakes that can be avoided - if you know what you're looking for.
Topics include:
- Why taxes may be the biggest retirement risk you haven't planned for
- How to create a TAX-FREE income retirement from your current 401(k)/403(b)/IRA or using non-IRA money
- Learn to protect your assets from getting eaten up by long-term care and healthcare costs
- Learn how to transfer assets and create a legacy tax-efficiently
- Much more
Seating is very limited and this event is for those 60 and older. Call 877-573-2043 to register.
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Tue23Mar20216:00 PM - 8:00 PMLegato Financial Educational Center 2905 Ring Road, Elizabethtown, KY 42701
Social Security Benefit Options
Understanding your Social Security Benefit Options
One of the most important decisions you need to make before retiring is when and how to claim your Social Security benefits. Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating social security with other sources of retirement income. Plus, understand how Social Security works with your other retirement assets.
Topics include:
- How to properly file for Social Security benefits
- Maximize the amount your eligible to receive
- Avoid the most common mistakes people make when claiming benefits
- Position your assets to minimize or avoid paying taxes on Social Security benefits
- How Social Security is taxed
- Much more
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Thu25Mar20216:00 PM - 8:00 PMLegato Financial Educational Center 2905 Ring Road, Elizabethtown, KY 42701
Social Security Benefit Options
Understanding your Social Security Benefit Options
One of the most important decisions you need to make before retiring is when and how to claim your Social Security benefits. Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating social security with other sources of retirement income. Plus, understand how Social Security works with your other retirement assets.
Topics include:
- How to properly file for Social Security benefits
- Maximize the amount your eligible to receive
- Avoid the most common mistakes people make when claiming benefits
- Position your assets to minimize or avoid paying taxes on Social Security benefits
- How Social Security is taxed
- Much more
About Our Events
At Legato Financial Group, Inc., we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.
