Social Security Seminar, Peninsula, October 6

Understanding Social Security Benefits
Social Security plays an important role in many retirement income plans, but determining when and how to claim benefits can be a complex decision. This educational seminar will provide an overview of Social Security rules, claiming strategies, and key factors that may influence your benefit options. Attendees will gain a better understanding of how Social Security fits into an overall retirement plan and learn about considerations that may help them make more informed decisions.

Avoiding Common Retirement Planning Mistakes
Retirement planning involves a variety of financial decisions, and even small oversights can have long-term consequences. This educational seminar will explore some of the most common retirement planning mistakes and discuss practical considerations for addressing them. Topics may include income planning, investment risk, healthcare costs, and long-term financial preparedness. Attendees will leave with a broader understanding of the challenges retirees often face and strategies to consider when planning for retirement.

Taxes in Retirement
Taxes can remain an important consideration throughout retirement and may affect retirement income, investment withdrawals, and estate planning decisions. This educational seminar will provide an overview of common tax considerations retirees may encounter and discuss strategies that may help improve tax awareness. Attendees will gain insights into how taxes can impact their overall financial picture and the importance of coordinating tax planning with broader retirement goals.