Social Security & Taxes Workshop
Optimize Your SS Benefits & Reduce Taxes
Bellevue College Campus
- Tuesday, May 6th from 6:30 – 9:00 pm
- Saturday, May 10th from 9:00 am – 11:30 am
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!
Milestone Educators and Sound Planning Group are not affiliated with or endorsed by any government agency. Sound Planning Group, Inc (SPG) 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. Appointments are offered as an opportunity to discuss individual financial needs, which may vary. No purchase is required and participation in the workshop does not guarantee specific financial outcomes or create an advisory relationship. Attendees should consult a qualified professional before making financial decisions.
- What You'll Learn:
Bellevue College Campus
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.
Principles of Retirement Planning
Gain insights about conservative investment strategies, maximizing retirement income, and leveraging tax-advantaged savings with your income.
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