Join Us For a FREE “Empower Your Retirement” Workshop in Clearwater
Taxes In Retirement, Medicare and Social Security Strategies
The Learning Lab
Date: Thursday, February 18, 2021 – 6:00 pm
Holiday Inn St Petersburg N - Clearwater 3535 Ulmerton Rd, Clearwater, FL 33762 Note: Registration Is Required for This Event Limited Seating due to COVID-19
Who Should Attend?
Two of the top fears shared among Americans as they approach retirement are healthcare costs and running out of money. However, the most common question of future retirees is “How do I pay less tax in retirement?” This workshop will help you better understand your healthcare coverage through Medicare, optimize your retirement income including Social Security, and share Tax savings and Tax reduction strategies. At this Educational Workshop we will discuss:
- The 4 parts of Medicare A, B, C & D
- When and how should you enroll in Medicare
- What are the differences between an Advantage plan and a Medigap plan
- When is the best time to file for your Social Security benefit to get the most out of the system
- What is the taxation on your Social Security benefits
- Tax Reform changes
- How to reduce your taxes in retirement
- How to create a retirement savings plan to eliminate the worry about running out of money
- What is the difference in Green money, Red money & Yellow money
Is It Safe To Attend?
We are dedicated to the safety of the participants and the staff. We have adopted all CDC recommended safety procedures for the meeting area including…
- Social Distancing: The meeting room allows for ample spacing for tables, guests, and staff. No unregistered walk-ins will be allowed.
- FREE Face Masks: For your added protection we recommend you bring your favorite comfortable face mask. If you do not have one or forgot to bring your mask we will be providing all guests with a face mask if needed!
- FREE Hand Sanitizer: As well as pre-cleaning all areas, we will also be providing hand sanitizer for guests to make sure you feel confident after touching any venue surfaces. Your safety as always is paramount.
These workshops are strictly educational and do not promote any products or companies. A ‘Hear It. See It. Write It.” teaching method makes it easy for you to understand, retain and profit from the information covered!