Not everyone has the same educational needs when it comes to retirement planning and their finances. People have different schedules, different needs, and different learning styles when it comes to financial information. At Retirement Solutions Group, we understand the need for comprehensive retirement education, and we’re happy to offer different ways for you to interact with us to get the financial education best suited for you. Make sure to check out our calendar below to find out about our upcoming seminars.
Upcoming Classes
UNDERSTANDING SOCIAL SECURITY & MEDICARE OPTIONS
When: November 5th 2024 6:00-8:00 PM
Where: Williamson County Chamber of Commerce in Cool Springs
Instructors: Ryan Moore & Norm Kuk
Topics Covered:
- How to properly file for Social Security benefits
- How to maximize the amount you are eligible for
- How to avoid the most common mistakes people make when claiming their benefits
- How to optimize your assets to minimize or avoid paying taxes on your Social Security benefits
- How much income you can make and still draw Social Security
- How Social Security is taxed
- How to file and suspend
- How to claim a spouse’s benefit even if divorced
- What Medicare does and does not cover
- The differences between parts A, B, C, and D
- The costs for each part
- Which Medicare supplement is right for you
- The difference between Medicare and Medicaid
- Medicare Advantage plans
- The latest changes to Medicare and Social Security and how they affect your benefits
*This event if for educational purposes only.
RETIREMENT INCOME PLANNING
When: November 7th 2024 6:00-8:00 PM
Where: Williamson County Chamber of Commerce in Cool Springs
Instructors: Ryan Moore
Topics Covered:
- How to plan for when your retirement will start, (including the impact of early retirement, delayed retirement, and working in retirement), how long it will last, and the retirement lifestyle you want
- Steps to estimate the amount of money you’ll need in retirement to meet your goals, factoring in health-care costs, taxes, and inflation
- How to supplement fixed income sources such as Social Security and an employer pension with your retirement savings, including the products and investment strategies you should consider, a sustainable withdrawal rate, and the best order to tap various accounts
LIVING A TAX FREE RETIREMENT
When: November 12th 2024 6:00-8:00 PM
Where: Williamson County Chamber of Commerce in Cool Springs
Instructors: Ryan Moore
Topics Covered:
- How to establish retirement goals and objectives based on your risk tolerance
- Identifying the IRA Ticking Time Bomb
- How to optimize your asset allocation to minimize risk of loss
- Why paying off your mortgage early might be a bad idea
- How to use banking strategies to become your own banker
- How to use current IRS tax codes to create a tax-free retirement
- How to generate predictable and reliable income for life