This seminar is ideal for individuals nearing retirement or those already retired who want to optimize their tax strategy and maximize income in retirement.

• Retirement risks and how to handle them
• Maximizing Social Security benefits
• Managing healthcare and long-term care costs
• Retirement income planning
• Tax strategies in retirement

Bring a notepad, pen, and any questions about Social Security planning. No documents are required unless noted.

Yes, there will be a Q&A session where you can ask questions about Social Security and retirement income strategies.

No, the seminar is educational. Presenters may provide contact information, but there’s no obligation to engage with them during or after the event.

The majority of our presenters are local professionals who come from a financial background (CPAs, financial professionals, advisors, attorneys, and other knowledgeable professionals).