Important Social Security Workshop At Park City Library

Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy

Strategies To Maximize Your Retirement Income

You and a guest are cordially invited to join us for an informational workshop at the Park City Library on Thursday, May 5 or Tuesday, May 10, 2022. Do you have a plan to help maximize your Social Security benefits and reduce the amount of taxes you’ll pay in retirement? Join your host, Lahn Simmons, for this special event where we will discuss the following important topics:

  • What’s new for Social Security & Taxes in 2022.
  • The impact that proposed changes to tax laws, market volatility and rising inflation may have on your retirement income.
  • Claiming strategies & planning techniques to help you maximize your Social Security benefits.
  • Why taxes may be one of your biggest retirement expenses without a proper plan in place.
  • How Social Security Benefits may affect your taxes in retirement and how to avoid excessive taxation.
  • How to properly claim spousal benefits.

  • Strategies that can help you reduce your taxes and potentially create tax-free retirement income.

  • How to avoid common Social Security filing mistakes & tax pitfalls.

  • How Social Security & tax planning ties into your overall retirement income plan.

Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes.

Event Details

Park City Library

Room 201
1255 Park Ave., Park City, UT 84060

 

Dates & Times

Thursday, May 5, 2022 from 6:00 p.m. to 7:00 p.m.
OR

Tuesday, May 10, 2022 from 6:00 p.m. to 7:00 p.m.

 

RSVP NOW!

Everyone is welcome, but advanced registration is required. Seating is limited, so register now to guarantee your seats!

Registration Closes In:

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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.

Meet Your Host

Lahn Simmons, Trek Financial, LLC
Lahn has been advising people on a variety of financial topics since 1991. In 1999 he earned the designation of Chartered Retirement Planning Counselor (CRPC) from The College for Financial Planning in Denver, Colorado. Shortly thereafter he began teaching workshops focused on maximizing retirement income and optimizing Social Security benefits. Lahn has built a successful practice predicated on always acting in the best interest of his clients and delivering to them the most current and meaningful financial advice.

Lahn married Kristy in 1990 and they have four children—Kelsey, Preston, Paige, and Christian. He earned a B.A. in English from Brigham Young University. His hobbies include golf, snowmobiling, skiing, boating, cycling, yoga, and lifting weights.
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¹ https://www.ssa.gov/oact/quickcalc/early_late.html
* https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html

* https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7

* https://www.forbes.com/sites/forbesfinancecouncil/2017/11/21/a-solution-for-the-top-concern-in-retirement-planning-running-out-of-money/

* http://www.fool.com/retirement/general/2016/01/26/20-retirement-stats-that-will-blow-you-away.aspx

Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser.

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.