Event Details
September 29
6:00 pm
Ocean View Council Chambers
32 West Ave
Ocean View, DE 19970 United States
Directions
complimentary educational workshop – Discover the latest updates and strategies to make the most of your lifetime benefits and avoid costly mistakes.
Retirement Planning Seminar in Ocean View, DE
The decision as to when and how to claim your Social Security benefits will be among the most important and complex financial decisions you’ll make in your lifetime. Don’t be fooled into thinking it’s as simple as “take it early or wait”. There are many factors involved in choosing the optimal filing strategy, and the wrong choice could cost you over $100,000 in lifetime income!
Join us for a complimentary educational Social Security workshop to gain a better understanding of important changes to Social Security, identify the best strategy to maximize benefits, shield your income from unnecessary taxation, and help you make your decision with confidence.
What You’ll Learn
- Important new changes to Social Security in the One Big Beautiful Bill Act
- The outlook for the Social Security program (and what it means to you)
- Filing strategies to help maximize your lifetime benefits
- Why the Social Security Administration (SSA) can’t provide guidance on your optimal filing strategy
- Ways to coordinate spousal and survivor benefits for maximum household income
- How you can minimize or even eliminate taxation of your Social Security income
- How to coordinate your Social Security with pensions, IRAs, and other assets
- How working can impact your benefits and their taxability
- And much more!
Who This Seminar Is For
This event may be helpful if you:
- Are age 55 or older
- Are nearing or in retirement
- Want more clarity around taxes, income, or risk
- Are looking for a more coordinated approach to planning
Why Attend
Many people have done a great job saving … But still wonder:
- Will our money last?
- Are we paying more in taxes than necessary?
- Do we have a plan – or just accounts?
This workshop is designed to help you explore those questions in a clear, educational setting.
Reserve Your Seat
Seating is limited and registration is required.
This is a complimentary, educational event. No products will be sold, and there is no obligation to attend. Seating is limited, and advance registration is encouraged.
As fiduciaries, our focus is on providing general education to help you better understand your options. We encourage attendees to consult their tax and legal professionals regarding their individual situation.
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