Complimentary Dinner at Ever Grain Brewing Company in Camp Hill, PA
Maximizing Social Security Benefits & Minimizing Taxes
Strategies to Help Increase Your Income and Reduce Taxation in Retirement
Event Details
Ever Grain Brewing Company
4444 Carlisle Pike, Camp Hill, PA 17011
Event Options:
– Monday, April 28 at 6:00 p.m. – Wednesday, April 30 at 6:00 p.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
MENU
Your choice of entrée between the Fish & Chips, Korean BBQ Fried Chicken, Al Pastor Chicken Cobb Salad, Brewery Ceasar Salad with choice of shrimp, chicken or salmon, Hot Chicken Sandwich, Margherita Pizza, or Smash Burger.
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 a complimentary meal and special presentation at Ever Grain Brewing Company where we will discuss the following important topics:
- What’s new and changing for Social Security and taxes in 2025.
- 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.²
- 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!
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Do you have a strategy to maximize your Social Security benefits?
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 complimentary 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 Benefits²
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 Presenter
Jay Bhagat, Go Comprehensive, LLC
Go Comprehensive believes that every person and their family is different – with different financial and health care needs. Our belief in customized and individually tailored plans drives us as independent agents. Because of our independence, we are able to completely focus on your needs rather than push a specific set of products. Even from that initial phone call, we genuinely care about you, your health and your future. That’s why we believe our passion in combination with our financial skills and health care knowledge will guide you and your family toward the best options available.
State License Number: 428206
Meet Your Presenter
Peter Pecora, Financial Advisor, Vantage Point
Peter was born and raised in Central Pennsylvania. He enjoys spending time with his wife and 2 girls, ages 4 and 1. He believes that there is nothing better than a good round of golf. Peter is starting his 5th year in the financial services industry and thoroughly enjoys every new relationship it has brought him over the years.
State Insurance License Number: 1009851
© 2025 Your Retirement Reality | Privacy Policy
¹ https://www.kiplinger.com/retirement/retirement-planning/outlive-your-money-in-retirement
² https://www.ssa.gov/oact/quickcalc/early_late.html
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 or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement 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.