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Program Description
Event Details
Designed specifically for adults at a stage in life where complex decisions can have a profound impact, this educational class will provide insightful information on today’s latest legislation, how Social Security ties into other facets of your retirement and strategies to create your own tax-efficient retirement.
- How an Estate Plan can help maximize the value of assets passed on to your beneficiaries and lower the tax burden on your estate.
- Advantages for married couples who coordinate the timing of their benefits.
- How Social Security income is taxed and ways for you to potentially keep more in retirement.
- Risk planning and different retirement strategies to maximize returns in retirement.
- What you need to know about the most crucial Estate documents – Last Will & Testament, different types of Living Wills, Powers of Attorney, Trusts and more.
These workshops are strictly educational and do not promote any products or companies. A ‘Hear It. See It. Write It.” teaching method makes it easy for you to understand, retain and profit from the information covered!
Register here: https://thelearninglab.us/tierrasanta-ca-01072020/