Maximize Social Security Benefits, Retirement Income and Tax Efficiency

Your success in retirement is impacted by the decisions you make! This event will help you better understand the core questions most retirees face in planning for their retirement.

Come and learn more at this group presentation, hosted by retirement specialist, Aaron R. Simpson, CERTIFIED FINANCIAL PLANNER™. This educational event will cover the basics of Social Security and reveal the latest strategies for maximizing your benefits.

During this one-hour educational event, you will learn:

How to maximize Social Security benefits and how to minimize taxes on them.
How your assets integrate with Social Security to fund your qualify of life in retirement.
Why retirement income planning is incomplete without tax guidance.
How to slow down the “runaway” tax train headed for our IRAs.
How distributions from your various retirement assets can affect each other negatively.
How does risk impact your retirement?
Make the shift from pre-to post-retirement as smooth as possible with a complete retirement plan.