Market downturn, inflation, tax changes, and much more: you might wonder what this all means for your retirement. According to Forbes magazine, 3 out of 4 Americans do not have a retirement strategy. Do you have a plan for retirement?

Join us for an educational workshop covering Taxes, Social Security, and Investments (including how to deal with the current market environment) Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including from Social Security and retirement accounts), and how to position yourself for better returns with the current market volatility and inflation.

It is important to understand how to harvest your investments and collect retirement income in the most tax efficient manner because you can potentially save thousands of dollars.

If you would like more information on how to maximize your retirement income, including social security, in this current environment, this workshop is for you.

Attend this workshop and learn:

• ✔️ Discover strategies to optimize benefits while minimizing tax liabilities
• ✔️ Determine the right time to delay or claim benefits based on your financial situation
• ✔️ When to claim your social security benefits to receive the highest income
• ✔️ Financial strategies that could increase your retirement income and last a lifetime
• ✔️ How to deal with the current market volatility and inflation
• ✔️ How to structure your retirement savings so you never have to worry about running out of money
• ✔️ Common misconceptions about retirement planning
• ✔️ Tools and methods available to retirees to help develop a retirement tax strategy