How does Social Security fit into your overall income plan in retirement and how do you optimize it?
Tuesday, September 29th
Wednesday, September 30th
How to minimize the risk of up to 85% of your Social Security being taxed.
Strategies that can maximize your Social Security benefits.
Find out how much you may give-up if you choose to take benefits early.
When should you take Social Security benefits? And what are the potential penalties?
How required minimum distributions can change the tax picture going forward.
Retirement income planning that can provide lifetime income and minimize your tax exposure.
This presentation is extremely popular, and SPOTS ARE LIMITED. Reservations and confirmations are required.
"I could have lost thousands of my hard-earned cash if it wasn't for this event!"
Mark Roberts is the Director of Operations for the Foundation for Financial Education, a national 501(c)(3) nonprofit providing local communities with free education on a variety of financial related topics.
Mark attended Avila University, in Kansas City Missouri where he earned his degree in finance. Mark has worked in the industry for over 20 years and throughout his life and career; his independence has stayed with him and has inspired him to help others reach their own financial independence.
Family is important to Mark, so when he isn’t helping clients, you can find him coaching kids’ sports like softball, baseball and basketball. He and his wife Amy have three children, Garrett, Paige and Savannah. He greatly enjoys working with children’s charities and extends his passion to working closely with Sproles Empowered Youth, Autism Speaks and Children’s Cancer Research.
Social Security 101 is a free educational workshop. No purchase or obligation is required to attend. Social Security 101 is not affiliated with The Social Security Administration.
The Foundation for Financial Education is a 501 (c)(3) non-profit organization dedicated to providing free educational resources to the public. Founded in 2009 as a result of urgent need to eliminate financial illiteracy, F3E has helped thousands of individuals become more fiscally fit by understanding financial pitfalls that they may encounter in their everyday lives. Local industry experts contribute their time and expertise to conduct, financial workshops to companies, churches, municipalities, and non-profit organizations at no cost. F3E workshops are considered to be informative, entertaining, and educational. The host organization benefits from these seminars, by creating goodwill and strengthening morale amongst its employees. The participants benefit from the knowledge they gain and the financial experts benefits by having the opportunity to give something back to the community in which they serve. While the workshop presenters are businessmen and businesswomen, F3E workshops are not sales events. The purpose of the workshops is to provide valuable financial education to the participants that attend, and no specific products or companies are endorses.