Free

Social Security Workshop hosted in Rock Falls, IL

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Rock Falls Library

1007 7th Ave

Rock Falls, IL 61071

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Event description
Learn to maximize social security, lower taxes and control your healthcare expenses in retirement.

About this Event

Brett Nicklaus CFP® invites you to this complementary workshop to discuss retiring with confidence and creative planning strategies. He will be discussing the following topics. Reserve your seat today.

Topics:

  • Strategies to maximize Social Security
  • Age 62 or 70, which age is best to start receiving benefits
  • Can you work and receive Social Security benefits
  • What is Required Minimum Distribution (RMD) and how to calculate them
  • Often missed or overlooked tax issues and the impact on retirement income
  • Understanding how taxes are calculated

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, there is no sales pitch, this is an educational workshop.

What if I am receiving SSI or SSDI?

This event will not benefit you.

Not affiliated or endorsed by Social Security Administration or any government Agency. Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity member FINRA & SIPC

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Date and Time

Location

Rock Falls Library

1007 7th Ave

Rock Falls, IL 61071

View Map

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