Online Social Security Planning Workshop
Thursday, September 16th 1:00 PM EST
Saturday, September 18th 9:00 AM EST
Register today even if you can't attend at the scheduled time as we will send out a replay of the workshop!
You can watch the online workshop from your mobile device or computer.
1
Timing of Benefits
Identify the types of taxes you will face at various stages and why you need to manage taxes even before you retire.
2
Spousal Benefits
Spousal benefits are a key factor to creating financial security in retirement.
3
Reasons Not to File Before Full Retirement Age
You can file for Social Security as early as age 62. But there are several reasons not to file before your full retirement age.
4
When to Apply
So, when should you apply for social security. We'll walk you through the key points to know.
5
Savvy Spousal Strategies
There are hundreds of timing strategies associated with social security. Learn the three primary strategies to help avoid leaving money on the table.
We will discuss the following:
Why we created this online workshop:
If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying.
Chances are you've seen the market go up and down over your career and you're looking for strategies to help create a durable inflation protected income plan to last throughout a lifetime.
We host these workshops to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.
Financial advisory services offered through Covenant Wealth Advisors (CWA), a Registered Investment Adviser. Mark Fonville is an Investment Advisor Representative with CWA. Covenant Wealth Advisors does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances. All e-mails sent to and from this address are subject to archival and review.