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In-person class

Social Security

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October 23, 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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Start your retirement journey by talking with one of our advisors. We’ll answer your questions, provide helpful resources, and get you on the right track to pursue your retirement dreams with confidence.

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