Tax Smart Retirement Event

Please join us for a special event for retirees or those soon to retire!

One of the most important phases of retirement planning is understanding Social Security Benefits. Your Social Security claiming strategies can vary dramatically depending on numerous factors that the government doesn’t share directly with you. Often, you must find out the information on your own.

Important topics we’ll discuss include but not limited to:
How to potentially avoid some of the most common mistakes when filing your Social Security benefits.
How to properly weight Social Security into your income plan.
How the biggest tax law change in the past 30 years may impact you and your spouse.

Is your money in the right place? We’ll discuss how to grow and protect your hard-earned assets from a market correction and other risks in today’s economy.

Reservations are required, seating is limited.