Free

Social Security Workshop hosted in Rockford, IL

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Location

Rockford Public Library – East Branch

6685 E. State Street

Rockford, IL 61108

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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 Brett will discuss:

  • Often missed or overlooked tax issues and the impact on retirement income
  • Understanding how taxes are calculated
  • 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

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.

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Date and Time

Location

Rockford Public Library – East Branch

6685 E. State Street

Rockford, IL 61108

View Map

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