Complimentary Workshop at Tower Place Monroe in Monroe, LA
Maximizing Your Social Security Benefits & Surviving Market Volatility
Strategies To Maximize Your Retirement Income
Special Directions: This workshop will take place in the Training Room. Signs will be posted in the Tower Place Lobby, directing you to the Training Room.
Event Details
Tower Place Monroe
1500 N 19th St, Monroe, LA &1201
Event Options:
– Tower Place on November 1 at 6:30 p.m. – Tower Place on November 3 at 6:30 p.m.
Seating is limited. Nothing will be sold and there is no charge to attend!
Do you have a plan to help maximize your Social Security benefits? Join us for a special workshop at Tower Place Monroe where we will discuss the following important topics:
- What’s new for Social Security and what may be changing in 2023.¹
- Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
- The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.²
- Claiming strategies & planning techniques to help you get the most out of your Social Security benefits.
- How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
- Little-known claiming strategies and planning techniques to help you maximize your Social Security benefits.
- How properly claiming spousal benefits may increase your lifetime Social Security income.
- How Social Security ties into your overall retirement income plan.
- Common filing mistakes and how to avoid them.
- Survivor Benefits: What they are and how they work.
- And MUCH more!
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. Nothing will be sold and there is no charge to attend!
Do you have a strategy to maximize your Social Security benefits?
Don’t miss this information-packed event!
Why attend?
This workshop combines two empowering elements:
Professional Insight
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current plan that will help you understand the best time to take Social Security.
Claiming Your Social Security Benefits at the Wrong Age May Reduce Your Benefits By 57%³
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
Sharon Roberson, FIC & FICF | The Wingate Group, Inc.
Sharon Roberson is an independent life, health, and accident insurance professional who also holds her Series 6 and 63 securities licenses. Sharon is a member of the Million Dollar Round Table, and feels it’s a privilege to honor to serve clients today and tomorrow, as they experience each different chapter in life.
Sharon obtained her insurance license while working in the banking industry for 33 years. She started as a teller and advanced to a Vice President in her banking career. A firm believer in being involved in her community, Sharon has served on board with Union Parish Chamber of Commerce and Morehouse Chamber of Commerce, as well as the American Cancer Society for Louisiana board.
Sharon and her husband Will reside on Lake D’Arbonne in Farmerville, Louisiana, are members at First Assembly of God, and are proud grandparents to eight.
Featured Presenter
Anthony B. (Tony) Doherty
Born and raised in Baton Rouge, LA. Tony started a successful national syndicated radio network, broadcasting to over 150 affiliates across the country. After over 20 years running the business, he had an offer to sell, and did. In 2007 Tony began his new career in the insurance industry.
In his 15-year career in the business, he has served most recently as the District Manager of Kemper Life of Northeast LA. He served in this role for 4 years. Prior to Kemper, Tony worked with Transamerica Agency Network in Monroe, LA. Initially a Sales Representative with the company, Tony worked his way to becoming the Managing Director, serving in that role for 5 years.
Tony loves to play golf, despite his high handicap. He is an avid sports enthusiast, being a lifelong LSU & Saints fan.
© 2022 Your Retirement Reality | Privacy Policy
¹ https://www.ssa.gov/cola/
² https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
³ https://www.ssa.gov/oact/quickcalc/early_late.html
⁴ https://www.weforum.org/agenda/2019/06/retirees-will-outlive-their-savings-by-a-decade/
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. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not 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.