AFEA SOCIAL SECURITY BENEFITS WORKSHOP

When: July 29, 2024 from 6:00 pm - 8:00 pm

Where: Parkview Activity Room

5460 5th St,

Rocklin, CA 95677

 

This course offers real-world strategies and methods designed for those who are preparing

for retirement or are in the early stages of retirement and planning on filing for Social Security

benefits. It is designed to take the confusion out of the many different options available to

begin receiving Social Security income and help you determine which option is best for you.

Whether married or single, upon completion you will know how to properly file for your

Social Security benefits and choose the best filing option for your circumstances. You will

also, learn how income from other sources will affect the amount you can receive from

Social Security and the tax implications involved.

 

Register Here

https://www.myafea.org/chapterevent/4952

 

 

 AFEA TAXES IN RETIREMENT WORKSHOP

When: July 30, 2024 from 6:00 pm - 8:00 pm

Where: Parkview Activity Room

5460 5th St,

Rocklin, CA 95677

 

Efficiently managing your taxes involves many intricate details and strategies — and a clear understanding of
any changes to the tax code. To prepare and plan for the future, we would like to invite you to our class, Taxes in
Retirement. Learn new tax tips and receive reminders on key items to help you reduce your liabilities and meet
your financial goals.

 

https://www.myafea.org/chapterevent/4952

 

Contact Info

Phone | 530-601-2060
Text | 530-558-2969
Email | josh@encompass-fp.com