Informational Seminar at LaBella Bean Coffee House & Eatery in Bridgeville, PA
Maximizing Social Security Benefits & Minimizing Taxes
What Retirees Need to Know About Claiming Social Security, Roth Conversions, IRMAA, and the Potential Cost of Doing Nothing
Event Details
LaBella Bean Coffee House & Eatery
609 Washington Ave, Bridgeville, PA 15017
Event Options:
– Tuesday, June 30 at 6:00 p.m.
Seating is limited and there is no charge to attend.
Coffee, tea, and beverages as well as light sandwiches, chips and cookies will be provided.
Do you have a plan to help maximize your Social Security benefits and minimize your taxes?
Social Security may be one of the largest sources of income in retirement while taxes may be one of the largest expenses. Not properly planning for both can lead to less income in retirement.
Join us for an informational seminar at LaBella Bean Coffee House & Eatery where we will discuss the following important topics:
- What’s new and changing for Social Security and taxes in 2026.
- How Medicare works.
- Which plan options are available in your area and what each plan entails.
- Healthcare options for those under 65.
- The changing financial landscape for those approaching retirement.
- The impact that proposed changes to tax laws, market volatility, high interest rates and rising inflation may have on your retirement income.
- Why taxes can be one of your biggest retirement expenses without a proper plan in place.
- Immediate, actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
- How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
- Claiming strategies, common mistakes to avoid and planning techniques to help you maximize your Social Security benefits.
- How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
- Planning for longevity, inflation, and future tax increases to ensure you won’t OUTLIVE your money in retirement.
- And MUCH more!
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have a strategy to help maximize your Social Security benefits and minimize your taxes in retirement?
Don’t miss this information-packed event!
Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a no-cost retirement snapshot analysis for your current strategy that will help you understand the best time to take Social Security.
Claiming Your Social Security Benefits at the Wrong Age May Significantly Reduce Your Benefits
Social Security is one of the most valuable and least understood benefits available to retirees today. Failing to maximize your benefits could potentially leave tens of thousands of dollars on the table.
Join us for an enlightening presentation to learn about the latest strategies to help ensure you’re optimizing your Social Security strategy in conjunction with your overall retirement income and tax strategy. We’ll also talk about strategies to help protect your assets from the impact of market volatility so you don’t outlive your retirement savings.
Meet Your Host
Glen Wantje and Nick Novelli, Wantje-Novelli Retirement Group
Attentive and creative, Glen prides himself on the good communication skills and hard-working personality he brings to his business. That kind of work ethic leads to mutual respect—and satisfied clients.
As co-founder of Wantje-Novelli Retirement Group, Glen is committed to keeping his clients informed every step along the way during the planning process. By working together before and during a client’s retirement, you’re given the ability and insights to make necessary changes as needs shift and life evolves.
Glen is adamant Wantje-Novelli Retirement Group maintains an independent, non-restrictive approach to retirement income planning because then he can help implement strategies that are right for his clients without corporate interference or influence. That independence allows access to the best possible products for each client, and having been in the business since 1998, Glen has seen many clients’ retirement income plans develop into exactly what they wanted. It gives him the utmost satisfaction to realize that the strategies they developed together are flexible by design and able to handle change, regardless of what the future may hold.
Outside of the office, you’ll find Glen enjoying the outdoors, especially doing some hunting or fishing. He also likes to travel to new places as much as he can and enjoys spending time with his wife Beth, their two children, Rex and Grace, and Maverick, their black lab.
© 2026 Your Retirement Reality | Privacy Policy
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities. Attend and learn how insurance products can be used in various stages of retirement income planning.
The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.