Summerdale, PA | SOC & TAX Workshop | March 2023 | ARE-13831 - Thank You

Thanks for signing up for one of our upcoming events!

Maximizing Your Social Security Benefits & Optimizing Your Tax Strategy

Strategies To Maximize Your Income & Reduce Your Taxation in Retirement

Your Event Date & Time:

- Tuesday, Mar 14 6:00 PM EST
- Thursday, Mar 16 6:00 PM EST

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Thank you for registering for our upcoming event at The Conference Center at Central Penn College located at 600 College Hill Rd, Summerdale, PA 17093. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].

Event Dates & Times:

– The Conference Center at Central Penn College on Tuesday, March 14 6:00 p.m.

– The Conference Center at Central Penn College on Thursday, March 16 6:00 p.m.

Special Directions & Important Info:
This event is going to be held in the Susquehanna Room on the ground floor. Upon entering the Conference Center, you will see signage directing you to the meeting space. Please arrive 15 minutes early to allow time to park, check-in and be seated.

View driving directions: http://bit.ly/3EM6mx7
View campus map (Conference Center is Building #22): http://bit.ly/3y2VEi9

What now?

Seating is limited. We will still need to confirm your attendance and will reach out to you prior to the event. If you have any questions, please don’t hesitate to reach out to us!

You will receive an email confirmation with your registration and event details. We will also send you a reminder email prior to the event. If you are unable to attend or would like to add another guest, please notify us at [email protected]. at your earliest convenience so we can accommodate other guests accordingly.

If you do not receive the confirmation email, check your spam or promotions folder and make sure you add [email protected] to your contact list.

We look forward to seeing you there!

June Horne

CEO | Transition Advisor Group, LLC.

Transition Advisor Group (TAG-PA) is a family of companies to include Transition Planning Associates – an insurance brokerage; Transition Wealth Management – a fee-based registered investment advisor. All of our companies provide financial expertise to individuals and businesses in Central Pennsylvania, plus licensed in Maryland, North Carolina, South Carolina and Virginia.. Transition Advisor Group will help you potentially protect your assets, increase your income, reduce your taxes, provide growth with safety and income you cannot outlive. We, at Transition Advisor Group, partner with you to put all the proper financial planning steps in place for a successful retirement.

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, securities 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 material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment 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.