This powerful 1-hour workshop presentation includes all of the foundational concepts necessary to make informed decisions regarding when and how to apply for Social Security benefits. From little-known strategies to maximize benefits, the outlook for Social Security in years to come, and how SS income fits into a retirement income plan, this workshop covers it all. Our advisors are averaging over 65% appointments with qualified attending households!
2017's Tax Cuts & Jobs Act and the recently passed SECURE Act of 2019 have both ushered in sweeping changes to the way taxes affect the retirement assets and legacies of today's generation of retirees. This workshop is designed to help prospects understand the dynamic of taxation in retirement, tips for income distribution, how new legislation impacts them their overall strategy, and the steps necessary to minimize taxation & maximize income in retirement.