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The Bruce Museum
Topic: Social Security and Taxes
1 Museum Dr, Greenwich, CT 06830

Monday, October 28 @ 6:30 - 8:00 pm

(Only a few spots left!)
How To Optimize Your Social Security Income And Reduce Your Taxes
According to Forbes magazine, most Americans approaching retirement fear running out of money. Do you have an income plan for retirement?

Join us at The Bruce Museum for an educational workshop covering Social Security and Tax-efficient strategies (including the new tax changes) on Monday, October 28, from 6:30 - 8:00 pm. (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 know and understand how to harvest your investments and collect retirement income in the most tax efficient manner because you can potentially save thousands of dollars.

If you would like more information on how to optimize your retirement income, including social security, while reducing your taxes, this workshop is for you.
Attend this workshop and learn:
  • ​Ways to potentially reduce your taxes in retirement
  • ​When to claim your social security benefits to receive the highest income
  • ​Ways to structure your retirement savings so you never have to worry about running out of money
  • The top 3 mistakes in retirement and ways to avoid them
  • ​​Common misconceptions about retirement planning
      Note: 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. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
      This event is for informational purposes only and is not meant as investment advice or a recommendation to engage in any investment or financial strategy. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance. Please consult with a professional regarding your personal situation. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.Phone numbers obtained through opt-in consent will not be shared with third parties. 02526526 - 07/24
       By registering, you agree to our Privacy Policy.
      The Bruce Museum
      Topic: Social Security and Taxes
      1 Museum Dr, Greenwich, CT 06830

      Monday, October 28 @ 6:30 - 8:00 pm

      OPEN
      No Charge to Attend.
      (Only a few spots left!)
      How To Optimize Your Social Security Income And Reduce Your Taxes
      According to Forbes magazine, most Americans approaching retirement fear running out of money. Do you have an income plan for retirement?

      Join us at The Bruce Museum for an educational workshop covering Social Security and Tax-efficient strategies  (including the new tax changes) on Monday, October 28, from 6:30 - 8:00 pm. (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 know and understand how to harvest your investments and collect retirement income in the most tax efficient manner because you can potentially save thousands of dollars.

      If you would like more information on how to optimize your retirement income, including social security, while reducing your taxes, this workshop is for you.
      Attend this workshop and learn:
      • Ways to potentially reduce your taxes in retirement
      • ​​When to claim your social security benefits to receive the highest income
      • ​Ways to structure your retirement savings so you never have to worry about running out of money
      • ​The top 3 mistakes in retirement and ways to avoid them
      • ​Common misconceptions about retirement planning
          Note: 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. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser.
          This event is for informational purposes only and is not meant as investment advice or a recommendation to engage in any investment or financial strategy. Investment and financial decisions should always be made based on your specific financial needs, objectives, goals, time horizon and risk tolerance. Please consult with a professional regarding your personal situation. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Phone numbers obtained through opt-in consent will not be shared with third parties.
          02526526 - 07/24 
          By registering, you agree to our Privacy Policy.
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