Home Ocala, FL – 08232022 – Registration

Ocala, FL – 08232022 – Registration

by Scott Magin

Join Us For a FREE “Social Security Retirement Strategies” Dine & Learn Workshop in Ocala!

Hosted by
The Learning Lab

“Authentic, Educational Retirement Resources – Brought To You”

One Date Only! August 30, 2022 – 6:00 pm

Ipanema Brazilian Steakhouse
2023 S Pine Ave, Ocala, FL 34471
Note: Registration Is Required for This Event

Who Should Attend?

New for 2022! Designed specifically for adults at a stage in life where complex decisions can have a profound impact, this educational class will provide insightful information on today’s latest legislation, how Social Security ties into other facets of your retirement, and strategies to create your own tax-efficient retirement. You and a guest are cordially invited to a complimentary and private dinner event! We will discuss critical financial issues that may affect you in this time of global crisis and uncertainty. In this economy with the recent extreme market volatility, it’s important to make adjustments to your financial plan and get a valuable second opinion. The concepts discussed in this course are most suitable for those with investable assets of $500k or more.

  • Updated for 2022!
  • Taxes – Building a retirement plan in anticipation of increased taxes and higher inflation.
  • Market Volatility – What should you do to protect your nest egg?
  • The SECURE Act – What is it, and how will it impact your retirement savings & legacy planning?
  • Social Security – Improper planning could cost you thousands of dollars.
  • Healthcare Costs – Protecting your savings by planning for potential healthcare issues.
  • Your 401(k) and IRA – Common tax mistakes people make on their 401(k)s and IRAs.

Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive…and something new you can learn from our workshops!

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! Not associated with or endorsed by the Social Security Administration or any other government agency. Please consult the appropriate professional regarding your individual circumstance.

Copyright © 2022 The Learning Lab | All Right Reserved | Our seminars are for educational purposes only. No investments or financial products will be promoted at the event. However, our speakers may offer a private consultation. Your attendance at our seminar in no way obligates you to engage with the speaker for any service. See FAQs for complete information. Also review our Privacy Policy.

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