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Social Security Workshop Hosted in Waterbury/Stowe, VT

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Best Western Plus

45 Blush Hill Rd.

Waterbury, VT 05676

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There is no charge for this class and attendees will receive free resources to keep as a reference. This educational workshop will provide valuable information to help you understand how Social Security works. After the class, you'll 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.

· PLUS: The new Tax Cuts and Jobs Act contains some of the most sweeping changes the tax code has seen in over 30 years. Being informed on how these important changes may affect you and your family is pivotal.


· 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 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.


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.

Is this sponsored by the Social Security administration?

Phil Bongiorno is not affiliated with the Social Security administration or any other government agency.

Phil Bongiorno is a licensed financial services and insurance professional. Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. IAMS Wealth Management and Phil Bongiorno are independent of each other. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice.


Best Western Plus

45 Blush Hill Rd.

Waterbury, VT 05676

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