Complimentary Workshop at Park City Library
Maximizing Your Social Security Benefits & Surviving Market Volatility
Park City Library
1255 Park Ave.
Park City, UT 84060
Event Options:
– Tuesday, September 13 at 6:00 p.m.
– Thursday, September 15 at 6:00 p.m.
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited.
Attend this workshop to learn:
What’s new for Social Security and what may be changing in 2022.¹
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.
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.
Why attend?
This workshop combines two empowering elements:
Professional Insight
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format on new and up-to-date strategies.
Actionable Next Steps
Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement income strategy based on your goals.
About Your Retirement Reality Workshops
The rules of retirement have changed for a retiring generation.
Two of the most common concerns people have about retirement are replacing their current income and running out of money. You may feel confident in how much money you’ve saved for retirement, but the job doesn’t stop there. Without a proper plan in place, market volatility, inflation, healthcare expenses, taxes and more can eat away at your retirement savings and leave you vulnerable to outliving your income.
This is a fun and informative workshop covering many different topics important to those aged 55 and older. With the changing tax rules² and financial landscape, coupled with international uncertainty, it’s imperative that you understand the potential impact of these variables on your retirement income³. Proper planning can help you maximize the amount of income you receive throughout retirement and avoid any unexpected surprises!
Preparing for retirement has never been more challenging than it is today. By attending this enlightening workshop, you’ll walk away with a better understanding of how to preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes by creating a comprehensive retirement plan based on your needs and desired lifestyle. Don’t miss out on this important information and the chance to learn how to be better prepared for life’s biggest journey!
Registration Closes In:
Park City Library
1255 Park Ave.
Park City, UT 84060
Event Options:
– Tuesday, September 13 at 6:00 p.m.
– Thursday, on September 15 at 6:00 p.m.
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited.
Seating is limited. Sign up today to guarantee your seats. Open to the general public. No charge to attend!
Frequently Asked Questions
We partner with various local financial professionals that have the credentials, background and knowledge to help people learn how to plan for a successful retirement.
Lahn Simmons, Financial Advisor at Trek Financial, LLC will be the featured presenter for this workshop.
Our workshops are meant for anyone who has recently entered retirement or is nearing retirement anytime in the next 1 to 10 years. Anyone who wants to make sure they have covered all their bases and have the knowledge they need to create a comprehensive retirement income plan that they can be confident in will want to attend this workshop.
© 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
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.