What is this event about?

This is a free educational workshop designed to help attendees better understand how Social Security and taxes work in retirement. We’ll cover how Social Security benefits are taxed, how different income sources can affect your tax situation, and key considerations to be aware of when planning retirement income.

Who should attend?

This workshop is ideal for individuals who want to better understand how Social Security benefits are taxed and how taxes may impact retirement income. It’s well-suited for anyone looking for clear, educational guidance on retirement tax considerations before making important income decisions.

What topics will be covered in the workshops and seminars?

• How Social Security benefits are calculated and taxed
• How different retirement income sources can impact your tax situation
• Common tax considerations and potential pitfalls in retirement
• Timing considerations when claiming Social Security benefits
• How taxes and Social Security work together in retirement planning
• Key factors to be aware of before making retirement income decisions

How is this different from an online webinar?

Our in-person sessions are designed for interaction and clarity. You’ll be able to ask questions, get examples, and connect with others who are planning their next steps.