Social Security Workshop Hosted in Reno, NV

Social Security Workshop Hosted in Reno, NV

Class will fill up fast, seats are limited!

By Richard Breedwell

Select date and time

Tuesday, April 30 · 6:30 - 7:30pm PDT

Location

South Valleys Library

15650A Wedge Parkway Reno, NV 89511

About this event

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:

  • 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.
  • What happens if your spouse is still working?
  • What if you still are or want to work part-time?
  • What if you are divorced or widowed?
  • How to maximize your Social Security benefits.
  • How you can reduce taxes on Social Security

AS A BONUS, WE WILL ALSO COVER THESE IMPORTANT TOPICS:

  • 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, 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.


Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.

Organized by

Richard Breedwell

Since 1991 Richard Breedwell has worked in the financial services industry with a focus on retirement income and investment planning. With a B.S. in finance from Golden Gate University in San Francisco, Richard has managed and owned his firm with offices in the Sacramento area since 1998, when he decided to become an independent financial planner held to the fiduciary standard. As a registered investment advisor, he is licensed to buy and sell market securities, but more than that, he specializes in holistic wealth building to help clients make better financial decisions by providing them with the tools, education materials, and allocation strategies they need. As a fiduciary held to the highest standards in the industry, he works alongside his son, Ryan, and the team at Capitol Planning Group to meet the individual needs of clients by providing unparalleled service in all the areas that can affect the outcome of your financial plan. This includes making better-informed decisions about market risk, taxes, Social Security, pension plans, 401(k) rollovers, long-term care, and legacy planning. Richard is a Dave Ramsey endorsed local financial planner as part of the Smartvestor program. When not running his company or meeting with clients in Northern California, he can be found spending time with his three kids and his wife of 31 years, Debbie Breedwell.