Free

Social Security Educational Class hosted in Rochester, MN

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Heartman Insurance

1635 Greenview Drive Southwest

Rochester, MN 55902

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Event description
Learn to Maximize Social Security, lower taxes and control your healthcare expenses in retirement.

About this Event

This educational class will provide you with much needed information to help you understand how Social Security works. After this class, you will be able to make informed decisions about Social Security and understand how the elections you make will affect your monthly benefits.

Topics we will discuss:

  • How to maximize your Social Security benefits.
  • How did new Social Security laws affect your retirement strategy?
  • Is "File and Suspend" really gone?
  • Why waiting to take Social Security may or may not be your best move.

As a bonus we will be covering these important topics as well:

  • How to potentially reduce taxation on your Social Security after you start receiving your benefits.
  • How you can potentially fill the gap between Social Security and your desired Retirement Income.
  • How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.
  • How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.
  • Learn strategies that teach you how to structure RMD’s Tax Efficiently.

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend?

No, there is no cost to attend.

Do I need to bring anything?

No, everything you need will be provided.

Will any investments or investment products be discussed?

No, there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything?

No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Is this sponsored by the Social Security Administration?

No, we use a National Social Security Advisor to run this workshop. We are not affiliated with any government entities.

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Heartman Insurance

1635 Greenview Drive Southwest

Rochester, MN 55902

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