Social Security & Taxes Workshop
Optimize Your SS Benefits & Reduce Taxes
University of Washington Bothell Campus
- Tuesday, September 15th – 6:30 pm – 8:30 pm
- Saturday, September 19th – 9:30 am – 11:30 am
- What You'll Learn:
Understand how Social Security taxation could affect you
Ways to help optimize your Social Security payments
Plan appropriately for retirement income
Learn how NEW legislation changed Social Security claiming options
Understand how Social Security affects your spouse
Tailored Strategies for Couples, Divorced Individuals, & Widows
Create a plan that gives you Confidence, Clarity, & Control. Now is the time to get your plan in place!
Seats are limited, sign up today!
UW Bothell Campus
Tuesday, September 15th - 6:30 pm - 8:30 pm
- OR -
Saturday, September 19th - 9:30 am - 11:30 am
Your financial future depends on informed decision-making, especially around Social Security benefits. Some retirees unknowingly lose hundreds of thousands of dollars due to poor planning. By joining our class, you’ll gain the insights needed to understand your benefits and plan your retirement income effectively.
- Have you attended all of our courses?
Retirement Education at Your Hands
Medicare 101
Gain clarity on the complex Medicare system. Learn about the A, B, C’s (and D) of Medicare and recognize your options when it comes times to enroll.
Sound Planning Group, Inc offers Medicare and insurance products and operates together with SPG Advisors LLC (SPGA), an SEC registered firm, that offers investment advisory services. Registration with the SEC does not imply a certain level of skill or training but indicates that it is subject to SEC oversight. Milestone Educators and SPG are not affiliated with or endorsed by any government agency.