What to Expect When You're Retiring

Going back to work if you run out of money is not a retirement strategy.

At the What To Expect When You're Retiring educational seminar, you'll learn ways to plan for the future and turn Social Security pitfalls into powerful retirement strategies.

In this free 90-minute seminar, tax and retirement specialist Josh Dockins and Medicare specialist Ashly Lantz will discuss Social Security optimization, tax strategies, Wills and Trusts, Medicare and more and provide important local resources to help achieve your retirement goals.

Join us on August 27th, 28th, or 29th for snacks and valuable retirement information.

What you'll learn:

• What to consider when deciding the right time to claim Social Security benefits
• The importance of Wills and Trusts to leave behind a stress-free legacy
• Medicare 101 and how it plays into retirement planning
• How taxes impact your retirement strategy

Who should attend:

• Individuals intending to retire within the next 1-10 years
• Young professionals interested in getting ahead in the retirement game
• The beneficiaries of soon-to-be retirees

Whether you're retiring soon or love someone that's considering retirement, this seminar will provide practical tips and tools you can begin to implement for a stress-free retirement.

This event is free, but registration is required.