Retirement Workshop in Clarksville, IN

Learn to Maximize Social Security, control taxes in retirement, and design an retirement income strategy.

About this Event

You are invited to this complementary workshop to discuss retiring with confidence and creative planning strategies. We will be discussing the following and much more.

Reserve your seat today.

Topics we will discuss:

• • Strategies to help protect yourself against taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow
  • The changing rules for a retiring generation of baby boomers

AS A BONUS WE'LL ALSO BE GOING OVER THESE TOPICS THAT ARE IMPORTANT AS WELL:

• • Ways to potentially protect yourself against volatile market conditions
  • Common misconceptions about taxes in retirement
  • Understanding the new 2017 TAX CUT AND JOBS ACT and its potential impact on your retirement
  • The new SECURE ACT and how it would affect your retirement if passed as is
  • A basic overview of the tax rules as they apply today

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 I be pitched or sold anything?

No. Our classes are strictly educational.

Is this sponsored by the Social Security Administration?

No, we use locally qualified Fiduciary Financial Planners, Attorneys and CPA's to run each workshop. We are not affiliated with any government entities. The SSA isn't allowed to give financial advice on ways to increase benefits or decrease taxes on SS benefits. Our presenters are qualified professionals, so they can legally give advice.