Social Security Workshop hosted in Cupertino, CA.

This educational Workshop 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:

• Know the history of Social Security

• Understand the reductions for taking benefits early

• Be acquainted with the issues involved in the solvency of Social Security

• Estimate your benefits

• Estimate the taxation of your benefits

• Understand the reasons for late claiming of benefits

• Know your spousal, divorced spouse, widow, & widower benefits

• Understand how the COLAs affect benefits

AS A BONUS WE'LL ALSO BE GOING OVER THESE 5 IMPORTANT TOPICS THAT ARE IMPORTANT AS WELL.

• Have a better understanding of the IRS tax code and the history of income taxes

• Understand the impact of taxes in retirement

• Have a working understanding of a ROTH

• Comprehend IRA conversions and how they work

• Discuss the strategies that could potentially reduce income taxes in retirement

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend?

No, there is no cost to attend.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

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.