Educational Workshop
Open House & Ribbon Cutting
Montgomery Financial- West Ocean City 11718 Ocean Gateway, Ocean City, MD, United StatesWe are thrilled to announce the grand opening of our new office, and we cordially invite you to join us for an Open House! We hope you can join us for refreshments, light fare, guided tours of the new space, and a ribbon-cutting ceremony! This is an open house, so feel free to arrive anytime…
Taxes, Social Security & Investments
Ocean View Town Hall 32 West Avenue, Ocean View, DE, United StatesWE WILL DISCUSS: When your benefits may begin and how the age at which you apply will affect the amount you receive How to maximize Social Security benefits and how to minimize the taxes you pay on them. Strategies to consider before deciding to apply for benefits. How your current employment will affect benefits. The…
Taxes, Social Security & Investments
Ocean View Town Hall 32 West Avenue, Ocean View, DE, United StatesWE WILL DISCUSS: When your benefits may begin and how the age at which you apply will affect the amount you receive How to maximize Social Security benefits and how to minimize the taxes you pay on them. Strategies to consider before deciding to apply for benefits. How your current employment will affect benefits. The…