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Events

Beyond the Basics: Understanding Social Security & Tax Strategies

Happy Indian asian senior couple using smart phone at park sitting on a bench

Presented by:
Gerri A Harrison CFP® EA

Scared of running out of money in retirement?

The impact of when and how you draw Social Security can mean a significant difference in the amount of funds you receive in your golden years.  How to choose to save for retirement and the choices you make today can help reduce your tax bill in the future.

Come learn strategies to better understand how to manage your desired income and resources throughout your lifetime.

Click here to register!

Beyond the Basics: Understanding Social Security & Tax Strategies

Happy Indian asian senior couple using smart phone at park sitting on a bench

Presented by:
Gerri A Harrison CFP® EA

Scared of running out of money in retirement?

The impact of when and how you draw Social Security can mean a significant difference in the amount of funds you receive in your golden years.  How to choose to save for retirement and the choices you make today can help reduce your tax bill in the future.

Come learn strategies to better understand how to manage your desired income and resources throughout your lifetime.

Click here to register!