Community Calendar -> Other

Social Security Workshop Hosted in Waterbury/Stowe, VT

Wed Jul 1st , 2020 6:30pm-8:00pm
Best Western Plus
Venue: Best Western Plus
45 Blush Hill Rd, Waterbury, VT 05676 (Map) (Set as Local)
Social Security Workshop Hosted in Waterbury/Stowe, VT Waterbury Vermont


There is no charge for this class and attendees will receive free resources to keep as a reference. This educational workshop will provide valuable information to help you understand how Social Security works. After the class, you'll be able to make informed decisions about Social Security and understand how the elections you make will affect your monthly benefits.
Topics we will discuss:
* How did new Social Security laws affect your retirement strategy?
* Is "File and Suspend" really gone?
* Why waiting to take Social Security may or may not be your best move.
* What happens if your spouse is still working?
* What if you still are or want to work part-time?
* What if you are divorced or widowed?
* How to maximize your Social Security benefits.
* How you can reduce taxes on Social Security.
* PLUS: The new Tax Cuts and Jobs Act contains some of the most sweeping changes the tax code has seen in over 30 years. Being informed on how these important changes may affect you and your family is pivotal.

AS A BONUS WE'LL ALSO BE GOING OVER THESE TOPICS THAT ARE IMPORTANT AS WELL
* How to potentially reduce taxation on your Social Security after you start receiving your benefits.
* How you can potentially fill the gap between Social Security and your desired Retirement Income.
* How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.
* Learn strategies that teach you how to structure RMD's Tax Efficiently.

FREQUENTLY ASKED QUESTIONS:
Is there a cost to attend?
No, there is no cost to attend.

Do I need to bring anything?
No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed?
No, there will not be any discussion of any investments whatsoever.

Will refreshments be served?

Yes, we will have light refreshments available.

Will I be pitched or sold anything?
No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.
Is this sponsored by the Social Security administration?
Phil Bongiorno is not affiliated with the Social Security administration or any other government agency. Dave Pimper is a licensed financial services and insurance professional. Securities and investment advisory services offered through Calton & Associates, Inc. Member FINRA/SIPC. Registered Representatives of Calton & Associates, Inc. do not provide tax or legal advice. You should consult your tax advisor or attorney regarding your situation. This seminar is educational and designed to give the attendee a broad view of current information.


Source Calendar:
Events
Brought to you by:
Best Western Plus

Event Type:
Other

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