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Date/Time:
Thursday, April 18th at 6:30 pm - 8:30 pm

Location:
Pierce Community College – Gaspard Administration Building – Room 136
1601 39th Avenue SE
Puyallup, WA 98374


SOCIAL SECURITY and RETIREMENT INCOME PLANNING
In Person Workshop
COURSE CODE: strspcc0418

There is no cost to attend but
Advance Registration is Required
Register Early – Space is Limited

To Register
Register on-line now   or
Register by phone by calling    888-546-7009    Lines open 24/7

SOCIAL SECURITY and RETIREMENT
INCOME PLANNING

How to Maximize Your Retirement Income

As you approach retirement, deciding when and how to claim your Social Security benefits – two of the most important decisions you’ll need to make – can be confusing and even overwhelming. 

This course section will help you gain a clearer understanding of the options you have and the strategies you should consider BEFORE filing for your benefits. It will also teach you how to take an important aerial view of your retirement plan by exploring how Social Security works in coordination with your other retirement assts.

Some of the Topics We’ll Cover: 

  • How much lifetime income you stand to lose by filing for Social Security at the wrong time
  • Why the most frequently given advice is not always the best advice
  • How working will affect your benefits
  • Delaying the start of your Social Security benefits, and whether it’s the right choice for you
  • If you’ve already filed for benefits, can you make a change?
  • How your Social Security income can work together with all your other income sources to provide the most secure retirement possible

Retirment Income Planning is also a crucial portion of a balanced safe retirement. The information presented in this discussion throughout the course will enable you with knowledge to determine how much income you’ll need during your retirement years and strategies that will help you properly allocate your assets and reduce or eliminate taxes on your income.

You will gain a better understanding of your finances, and process the knowledge needed to create an income plan that will last throughout your retirement.

Some of the Topics We’ll Cover:

  • How to estimate the income you’ll need in retirement 
  • How inflation, taxes, healthcare costs, and longevity can impact your planning
  • How to manage risk and allocate your assets
  • The best order to draw from various accounts
  • How to reduce or eliminate taxes on your income
  • How to manage income streams from Social Security, pensions and investments
  • How to generate predictable and reliable income for the rest of your life

Register today to find out how to put All the pieces together!

Reserve Your Spot

Bookings are closed for this event.


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