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Online Social Security Planning Workshop
Register today and watch the class at the scheduled time. We also send out a replay of the workshop if you cant attend!
You can watch the online class from your mobile device or computer.
1
Timing Strategies
Learn about the different social security timing strategies and how each strategy may increase or decrease your social security pay check.
2
Spousal Benefits
When it makes sense to delay benefits—and when it does not depending upon spousal income history.
3
Tax Reduction Strategies
Learn how integrating your social security strategy with your personal tax situation may reduce your tax bill.
4
How to Maximize Benefits for Married, Divorced, and Single Filers
Find out major considerations that will impact your benefit depending upon if you are married, divorced, or single.
5
Avoid Mistakes
The critical social security questions you must answer BEFORE you file and mistakes to avoid when it comes to getting the most money out of the social security system.
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.