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Is Social Security really that important?Will Social Security be there? Is Social Security safe to rely on?When should I take Social Security?Learn more about Social Security
Is Social Security really that important?Will Social Security be there? Is Social Security safe to rely on?When should I take Social Security?Learn more about Social Security
How much do I need to retire?When can I retire?Do I really need a budget?Learn more about Income & Spending
When it comes to fees, how much is too much?When it comes to investing, how much risk should I take on?Does diversification really matter?Learn more about Retirement Planning
What if my partner and I have different retirement goals?3 lifestyle questions to consider in retirement.How to avoid identity loss in retirement.Learn more about dreaming for retirement

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Social Security
In-person class

Social Security

Reserve your Virtual seat

In light of recent events occurring due to COVID-19, all in-person classes will be taking place as webinars until further notice, sign-up below.

October 22, 2019 6:00 PM

Lakeville Heritage Center

20110 Holyoke Avenue Lakeville, MN 55044
Richfield Office
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Social Security will likely have the single greatest impact on your retirement income. Do you have the right strategy? In this free 1-hour class, you will be equipped to make informed decisions about your Social Security and retirement.

You will learn how to:

  • Maximize your Social Security benefits
  • Reduce (or potentially eliminate) taxes on your Social Security benefits
  • Plan for how Social Security will affect your spouse
  • Select your claiming strategy (and how recent legislation changes affects your options)
  • Plan for retirement income
  • Develop a tax-efficient retirement strategy

We hope you’ll join us–it’s a conversation you don’t want to miss.

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Richfield Office
Richfield Office

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Investment advisory services offered through AdvisorNet Wealth Management (AWM). Great Waters Financial and AWM are not affiliated. Insurance products provided by Great Waters Financial, a Minnesota insurance agency.