Social Security & Taxes seminar

North Cobb Regional Library

North Cobb Regional Library

August 8th (Sat) 12:00 PM Workshop: Social Security Benefits August 15th (Sat) 1:00 PM Workshop: Living A Tax-Free Retirement

3535 Old 41 Highway, Kennesaw, GA 30144

Upcoming Seminars

8

Aug

Saturday Afternoon

12:00 pm - 1:30 pm

15

Aug

Saturday Afternoon

1:00 pm - 2:30 pm

Social Security Benefits & Living a Tax-Free Retirement

Learn How the New Tax Law Changes Can Affect You and Your Benefits

Social Security Benefits

  • How to properly file for Social Security benefits.

  • Maximize the amount you are eligible to receive.

  • How to avoid the most common mistakes people make when claiming their benefits.

  • Optimize your assets to minimize or avoid paying taxes on your Social Security benefits.

  • How much income you can make and still draw Social Security.

  • How Social Security is taxed.

  • How to determine which claiming strategy is best for you.

  • How to claim a spousal benefit, even if you are divorced.

Living a Tax-Free Retirement

  • How to establish a retirement strategy tailored to your goals and objectives while considering your risk tolerance.

  • Identify the IRA Ticking Time Bomb.

  • How to optimize your asset allocation to minimize risk of loss.

  • Why paying off your mortgage early might be a bad idea.

  • How to use your banking strategies to become your own banker.

  • How to use current IRS tax codes to create a tax-free retirement.

  • How to generate predictable and reliable income for life.

August 8th (Sat) 12:00 PM Workshop: Social Security Benefits; August 15th (Sat) 1:00 PM Workshop: Living A Tax-Free Retirement

Spouses are encouraged to attend!

Seating is limited. Register now!

North Cobb Regional Library 3535 Old 41 Highway, Kennesaw, GA 30144

Register Now



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The Association of Financial Consultants is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these workshops. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one-on-one with our specialists.


Adults only please. Not affiliated with the Social Security Administration or any government agency.