Maximizing Your Social Security Benefits online workshop

Increase your income and reduce your tax burden.

Learn the strategies to protect your assets, overcome potential losses, and increase your confidence during this market downturn. 

Attend from the comfort of your own home. Reserve your spot for this online workshop now.
What you’ll learn in this online workshop:
  • MARKET VOLATILITY: Strategies to help protect your assets in this market downturn.
  • What’s already changed for Social Security in 2020.
  • How to reduce—or potentially eliminate—taxes on your Social Security benefits.
  • Strategies to maximize your Social Security payments.
  • Ways that working can affect your benefits and their taxability.
  • Certain types of earnings and pensions and how they could affect your benefits.
  • The “DOs & DON’Ts” of Roth Conversions.
  • Insurance options available to assist in retirement.
  • Bonus: How recent tax reform may affect your retirement plans:the biggest mistakes to avoid.
When you sign up and attend online, you’ll also be eligible to receive a customized "Social Security Timing" Report!
Sign-up Today

About Great Waters Financial

We are a group of financial professionals who want to inspire others to live great lives. We believe that retirement isn't the end of the road, but a great, new beginning. One filled with new aspirations. We want to help you realize those dreams.

Founded in 2012, our philosophy bridges the gap between technical experience and showing our clients how each piece supports the future they are building. We have deep experience in investments, portfolio management, benefits, and Social Security to help you build the future you want in retirement.

© 2019 Great Waters Financial
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.