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Free Retirement Workshop at Park City Library

Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy

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

When:

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.

Click Here To Register

Attend this workshop to learn:

What’s new and changing for Social Security & Taxes in 2022.

How the new SECURE Act 2.0, the biggest change to retirement plans in decades, may impact you.

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

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

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 Social Security & tax 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 questions people have about retirement are when and how to claim Social Security benefits and how to reduce taxes in retirement. 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, potential mistakes could leave tens of thousands of dollars on the table.

This is a fun and informative workshop covering many different topics important to those aged 55 and older. With the changing tax rules and financial landscape, coupled with international uncertainty, it’s even more important than ever that you have a comprehensive plan for your retirement income. 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 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!

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

When:

Thursday, May 5, 2022 OR
Tuesday, May 10, 2022 at 6:00 p.m.

Click Here To Register

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 of 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.

No, our workshops are strictly informational. While our presenters may provide information on their company and services, guests have no obligation to engage with any Your Retirement Reality speakers during or after the workshop. We do vet out our presenters to make sure we have qualified and knowledgable financial professionals presenting who specialize in various areas of retirement planning.

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¹ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html

² https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7

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.