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Midlothian Library
Topic: Retirement Ready? Taxes, Investments, and Social Security
100 Millworks Crossing, Midlothian, VA 23114
Wednesday, May 8 @ 5:30 - 7:00 pm
(Only a few spots left!)
HOW TO OPTIMIZE YOUR RETIREMENT INCOME AND SOCIAL SECURITY BENEFITS
According to Forbes magazine, most Americans approaching retirement fear running out of money. Do you have a plan for retirement?
Join us at the Midlothian Library for an educational workshop covering Taxes, Investments, and Social Security (including how to avoid the top 3 retirement planning mistakes that could save you time and money) on Wednesday, May 8, from 5:30 - 7:00 pm with Mike Gilman, Founder & CPA at GRIP Financial
based in Richmond, VA. (Only a few spots left)
Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including Social Security) and how to position yourself for better returns on your investments with lower possible risks.
This workshop is for you if you would like more information on how to optimize your retirement income, including social security, while reducing taxes.
It is important to understand how to harvest your investments and collect retirement income in the most tax-efficient manner because you can potentially save thousands of dollars.
The concepts discussed in this course are most suitable for those with investable assets of $500k or more. Using the information you’ll learn during this seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money. We encourage you to bring your spouse/significant other.
This workshop is for you if you would like more information on how to optimize your retirement income, including social security, while reducing taxes.
6 key questions to answer as you prepare/plan for retirement:
- Have I saved enough?
-
When should I take Social Security?
-
What should I do with my 401k?
- Should I be more conservative with my investments?
- How can save taxes in retirement?
- When should I seek professional guidance and how do I choose?
Note: Advisory services are offered through GRIP Financial, LLC, an Investment Advisor in the State of Virginia. Insurance products and services are offered through GRIP Financial Solutions LLC, an affiliated company. GRIP Financial, LLC and GRIP Financial Solutions LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered - see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources.
By registering, you agree to our Privacy Policy.
Midlothian Library
Topic: Retirement Ready? Taxes, Investments, and Social Security
100 Millworks Crossing, Midlothian, VA 23114
Wednesday, May 8 @ 5:30 - 7:00 pm
OPEN
No Charge to Attend.
(Only a few spots left!)
How To Optimize Your Retirement Income And Social Security Benefits
According to Forbes magazine, most Americans approaching retirement fear running out of money. Do you have a plan for retirement?
Join us at the Midlothian Library for an educational workshop covering Taxes, Investments, and Social Security (including how to avoid the top 3 retirement planning mistakes that could save you time and money) on Wednesday, May 8, from 5:30 - 7:00 pm with Mike Gilman, Founder & CPA at GRIP Financial based in Richmond, VA. (Only a few spots left)
Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including Social Security) and how to position yourself for better returns on your investments with lower possible risks.
It is important to understand how to harvest your investments and collect retirement income in the most tax-efficient manner because you can potentially save thousands of dollars.
The concepts discussed in this course are most suitable for those with investable assets of $500k or more. Using the information you’ll learn during this seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation - all with the goal of saving you money. We encourage you to bring your spouse/significant other.
This workshop is for you if you would like more information on how to optimize your retirement income, including social security, while reducing taxes.
6 Key Questions To Answer As You Prepare/Plan For Retirement:
- Have I saved enough?
- When should I take Social Security?
-
What should I do with my 401k?
- Should I be more conservative with my investments?
-
How can save taxes in retirement?
-
When should I seek professional guidance and how do I choose?
Note: Advisory services are offered through GRIP Financial, LLC, an Investment Advisor in the State of Virginia. Insurance products and services are offered through GRIP Financial Solutions LLC, an affiliated company. GRIP Financial, LLC and GRIP Financial Solutions LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
This presentation is strictly informational. No investments will be promoted. However, the presenter may invite you to a follow-up consultation, where products or services may be presented or offered - see our FAQ for more information. This presentation has not been endorsed by any governmental organization nor Facebook and its advertising sources. By registering, you agree to our privacy policy.
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