A common concern for many approaching retirement is how to access your money when you’re no longer working. Basically, how will you get paid during retirement? Have you ever wondered: When should I take Social Security? Which pension option should I choose? How much should I draw from my retirement savings? If so, you’re certainly not alone. During our discussion, we’ll address these questions and review various ways to help you create your own tax-efficient retirement paycheck and portfolio.” 

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Take a break and have some fun with The Center! We'll have appetizers, beer, wine, music, photo station and more. Come mix, mingle and have a great time. We have all sorts of activities available: Wreath making, caramel apples, and corn hole to name a few.

RSVP by November 9th

Being responsible for someone else’s financial finances is a huge responsibility. Learn what it means to serve in the role of a financial fiduciary - persons required to always act in the best financial interest of someone else. Learn where to find guidance and resources, how to avoid scams and how to establish sound, long-term planning.

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Social Security is an extremely important component to your overall retirement game plan so it’s critical that you understand how your benefit functions.  During our discussion, we’ll review different filing options, touch on the impact of taking benefits early and also discuss how you might incorporate Social Security planning into your own retirement income strategy.

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With the year winding down and the holidays quickly approaching, it’s very easy for our personal finances to take a back seat.  However, based on the significant changes to our tax code this year, there are several timely and relevant year-end tax and financial planning item strategies you should have on your radar.  During our 45-minute discussion, we will cover the following topics and more: 

• Refresher of tax law change (“Tax Cuts and Jobs Act of 2017”) that went into effect in 2018

• Tax planning strategies to consider surrounding your investments, charitable gifts and retirement accounts given recent tax reform

• Retirement planning ideas and overview of 2019 contribution limits

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Go beyond traditional retirement planning and tackle topics such as long-term care planning, difficult conversations with family, aging and end-of-life planning. Discuss resources, downsizing, housing and care options, legal and financial guidance and more. Plan now for your later life.

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Social Security is an extremely important component to your overall retirement game plan so it’s critical that you understand how your benefit functions.  During our discussion, we’ll review different filing options, touch on the impact of taking benefits early and also discuss how you might incorporate Social Security planning into your own retirement income strategy.

REGISTER HERE