Social Security & Taxes seminar

Bonita Springs Middle School

Bonita Springs Middle School

10141 West Terry Street, Bonita Springs, FL 34135

Upcoming Seminars

Social Security, Retirement & Minimizing Taxes

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

Social Security, Retirement & Minimizing Taxes

  • Maximize Social Security benefits

  • Minimize Taxes

  • Develop a retirement plan with confidence

  • YOU have to retire on your planning strategies, not your adviser

  • Learn to not worry about running out of money

We Will Discuss

  • Outside-the-box concepts for retirement income distribution.

  • How to create a tax-focused retirement plan.

  • How taxation on Social Security works.

  • Keys to avoiding increased Medicare costs.

  • 3 simple steps in creating a tax-focused retirement plan.

  • How to avoid benefit reductions.

Workshop Topics

  • File for benefits early or delay? Which is better for you?

  • Recent tax law changes and the impact on retirees

  • Learn how to turn forever-taxed money, into never-taxed money

  • How you may be able to reduce or eliminate taxes on your Social Security

  • How to figure out which of the over 567 ways to file for Social Security will help you yield the most over your lifetime.

  • Learn the rules you need to know when you transition from wealth accumulation to wealth distribution

Did You Know

Waiting to claim Social Security until age 70 could increase your benefits by about 77%! (Social Security Administration – Retirement Benefits (Publication No. 05-10147)

Spouses are encouraged to attend!

Seating is limited. Register now!

Bonita Springs Middle School 10141 West Terry Street, Bonita Springs, FL 34135

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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.