Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including from Social Security and retirement accounts), and strategies that may position yourself for better returns with the current market volatility and inflation. 

It is important to understand how to harvest your investments and collect retirement income in the most tax efficient manner because you may potentially save thousands of dollars. 

Attend This Workshop and Learn: 

➢ When to claim your social security benefits to receive the highest income 

➢ Financial strategies that could increase your retirement income and last a lifetime 

➢ How to deal with the current market volatility and inflation 

➢ Ways to potentially structure your retirement savings so you may worry less about running out of money 

➢ Common misconceptions about retirement planning 

➢ Tools and methods available to retirees to help develop a retirement tax strategy