Date/Time:
Thursday, May 2nd at 6:30 pm - 8:30 pm

Location:
Georgia Highlands College – Cartersville Campus – Building A, Room 160
5441 Highway 20
Cartersville, GA 30121

Social Security and Retirement Income Planning
In Person Workshop
Course Code – SRLTGHC52

This class is offered FREE of charge but
Advance Registration is Required 
Register on-line now!    or
Register by phone    866-828-2295     Lines open 24/7

Learn how to make the right choices for YOU and YOUR retirement!

 

 SOCIAL SECURITY & RETIREMENT INCOME PLANNING

Educate yourself and know your options BEFORE filing for Social Security benefits … the wrong choices can cost you more than $100,000 over the course of your retirement!

One of the most important – and potentially confusing – decisions you need to make as you approach retirement is when and how to claim Social Security benefits. Over half of retirees apply for Social Security as soon as soon as they become eligible at age 62, but by6 doing so, they significantly and permanently reduce your income and benefits for the rest of their lives.

This workshop will help you gain a better understanding of what options and strategies are available to maximize your Social Security benefits.

We will also take a broader look at how to plan your retirement income and factor other retirement assets into your planning process. You will learn how much income you’ll need during your retirement years, and strategies that will help you to properly allocate your assets and reduce or eliminate taxes on your income.

You will leave with a better understanding of your finances and the knowledge to create an income plan that will last throughout your retirment.

Some of the Topics We’ll Cover: 

• Rules and regulations you must understand before deciding when to start your benefits.
• How to maximize Social Security benefits and how to minimize taxes on them.
• Why married couples could miss out on substantial benefits simply by not knowing the rules.
• When it makes sense to delay benefits – and when it does not.
• Strategies for coordinating Social Security with your IRA/401k and other income sources.
• How your benefits are affected if you’re still working.
• 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 life

REGISTER TODAY TO MAXIMIZE YOUR BENEFIT!