Free Seminars in Your Area

EDUCATIONAL TOPICS WE WILL DISCUSS:

• File for benefits early or delay? What is better for you?
• Recent legislative changes to Social Security benefits
• Strategies to maximize Social Security payments
• How to reduce or potentially eliminate taxes on your Social Security benefits
• Ways that working can affect your benefits and their taxability
• Certain types of earnings and pensions and how they could affect your benefits
• Married? Learn how to coordinate benefits with your spouse
• Tax reform may change your retirement plan. Find out what’s new and the biggest mistakes to avoid.
• Learn why retirement is a major women’s issue

If you’re among the millions of Americans who are currently collecting, or planning to file for Social Security benefits, one of the most confusing but important elements of retirement planning is understanding how Social Security works. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their lifetime income and benefits. The difference between the best and worst possible decision of when to start Social Security can exceed $100,000! This important workshop will provide you with the latest information on important new rules and legislation that can affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income.

These workshops are strictly educational and do not promote any products or companies. A straightforward informational workshop to help you make
a confident Social Security filing decision.

Seating is limited.
Nothing will be sold.
NO admission charge - No fee consultation.

Learn To Think Outside The Box!

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. This is not endorsed or affiliated with the Social Security Administration, nor any U.S. government agency.

ASSET PRESERVATION WORKSHOP
For Retirees and People over 55

2026 Update of:

Federal Estate Tax Laws • Medicare & Medicaid Issues • Taxation of Social Security & Probate Laws • Rules and Regulations to Help Protect You From Nursing Home Costs.

TOPICS DISCUSSED AT THE WORKSHOPS:

• COVID-19 AND THE ECONOMY: Learn the latest on how your retirement assets and legacy could be at risk.
• POSSIBLY AVOID MEDICAID TRAP: How to potentially protect your assets from Catastrophic Illness and Nursing Homes without purchasing Traditional Nursing Home Insurance.
• LEARN: Facts about what is exempt from Nursing Home attachment.
• TAXES: How to potentially lower or eliminate taxes on Social Security, Interest Income, Capital Gains, and Taxes upon death.
• HOW TO: Potentially increase your spendable income.
• PROBATE: Trusts, Lawsuits and Legal Issues.
• WALL STREET: Learn how to potentially protect your principal
• BANKS: Advantages and Disadvantages.

This important and timely information is intended to answer the questions that many of us have in regards to our retirement futures.

Seating is limited.
Nothing will be sold.
NO admission charge - No fee consultation.
The best workshop you will ever attend!

RETIREMENT INCOME PLANNING WORKSHOP
For Retirees and People over 55

2026 Social Security Update

TOPICS DISCUSSED:

• Social Security Facts to know before applying
• Taxation of Social Security Benefits.
• Will Budget Reform affect your retirement income?
• Determine your FRA and increase your monthly benefit
• How to build delayed retirement credits
• Forecasting your income needs

Making the best decision about when to apply for Social Security is a very complex decision, and making the right choice can have a substantial effect on your income and standard of living in retirement. 

Seating is limited.
Nothing will be sold.
NO admission charge - No fee consultation.

EVENT REGISTRATION