Phone Icon
808-378-7802
Workshop image

No Charge to Attend.
Seating is limited, so sign up today!

Kailua District Park

Topic: Social Security, Taxes, and Medicare

21 S Kainalu Dr, Kailua, HI 96734

Calendar icon
Wednesday, January 7 @ 7:00 – 8:00 pm

(Only a few spots left)

No Charge to Attend.
Seating is limited, so sign up today!


HOW TO MAXIMIZE YOUR SOCIAL SECURITY INCOME, MEDICARE BENEFITS, AND REDUCE YOUR TAXES

Market downturn, inflation, tax changes, and much more: you might wonder what this all means for your retirement. According to Forbes magazine, 3 out of 4 Americans do not have a retirement strategy. Do you have a plan for retirement?

Join us at the Kailua District Park for an educational workshop covering Social Security, Taxes, and Medicare options (including how to deal with the current market environment) on Wednesday, January 7, from 7:00 – 8:00 pm.

Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including from Social Security and retirement accounts), and how to potentially reduce your medicare costs by choosing the right plan for you.

It is important to 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 maximize your medicare benefits and retirement income (including social security), while reducing your taxes, this workshop is for you.

Attend This Workshop And Learn:

  • ​How to reduce your taxes in retirement
  • When to claim your social security benefits to receive the highest income
  • ​How to reduce your Medicare costs
  • ​How to structure your retirement savings so you never have to worry about running out of money
  • ​The top 3 mistakes in retirement and how to avoid them 
  • ​Common misconceptions about retirement planning

Note: Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. Special needs consulting services are offered through Special Needs Hawaii and not through Osaic Wealth, Inc.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. By registering, you agree to our Privacy Policy.

Register Now