Social Security & Taxes: STJOWCC0309

Event Phone: 844-259-7672

  • March 9, 2019
    9:00 am - 11:00 am


For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.

This course also teaches the principles of sound tax and retirement income planning with emphasis on the tax code changes
Plus, it explained strategies designed to accomplish common objectives such as tax-efficient withdrawals, lifestyle preservation and providing a legacy.
One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. Equally important is how to structure retirement income to pay the least amount of taxes possible under the new Trump Tax code. Learn what you need to know about the 2019 tax year changes and Social Security Rules. The time to be prepared is now

March 9th

(Great Lakes Regional Training Center, Room 202)



4800 East Huron River Drive, Ann Arbor, Michigan, 48105

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