EDUCATIONAL WORKSHOPS
EDUCATIONAL WORKSHOPS
NEW TAX LAW CHANGES
The Impact They Have on Your Retirement
Choose the best day works for you:
Maximizing Social Security
This educational workshop will provide you with much-needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes and maximize your personal benefits.
Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.
Event Location: Alliant International University
Address: 2855 Michelle Dr. #300, Irvine, CA 92606
Available Days: Tuesday or Thursday
Time: 6:30 PM to 8:00 PM
Maximizing Social Security
Social Security is one of the most valuable and least understood benefits available to retirees today. Advanced planning is essential, and the decisions made have a tremendous impact on the total amount of benefits you receive over your lifetime. This course will help you gain access to information that will address the complexities of navigating the system, the potential cost of planning mistakes, common benefit decision scenarios, the treatment of inflation and taxes, and so much more.
Event Location: Alliant International University
Address: 2855 Michelle Dr. #300, Irvine, CA 92606
Available Days: Tuesday or Thursday
Time: 6:30 PM - 8:00 PM
Don't Let Taxes Derail
Your Retirement
Maximize Retirement Savings with Tax Planning!
This course is for those looking for options on when and how to take their Social Security
• How cost-of-living adjustments (COLAs) impact benefits
• How to maximize Social Security benefits and how to minimize taxes on them.
• Strategies to consider before deciding to apply for benefits.
• What to do if you have other income from pensions or IRAs.
• What is the future of Social Security and what does it mean to you?
• How the wrong Social Security decision can cost you money.
• How two little-known strategies could increase your family income and survivor benefits.
• Can you fix your Social Security election if you made a mistake?
• Learn how all of your assets fit together with Social Security to fund your quality of life in retirement.
• When it makes sense to delay benefits, and when it does not.
NEW TAX LAW CHANGES
The Impact They Have on Your Retirement
Choose the best day works for you:
HOSTED BY:
Edward Schuh
Senior Investment Manager
Marine Corps Veteran
Rob Sousa
Executive Director
US ARMY Veteran
The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!
Space is limited, reserve your seat today!
This is an educational event only. There will not be anything for sale during or after the presentation.
THIS EVENT IS NOT ENDORSED OR SPONSORED BY THE CITY OF TUSTIN.
www.theafigroup.com
