Social Security, Estate Planning, and Retirement Income Workshop

You are cordially invited to an educational event for area residents who are retired or nearing retirement. This informative presentation is COMPLIMENTARY; there are no obligations, and nothing will be sold at this event. You will also enjoy a complimentary catered meal, served immediately after the presentation. The well-known local retirement specialists at JD Financial Solutions will reveal the latest techniques and strategies to help you preserve your capital, get more income, decrease your risk, and reduce your tax burden. Learn what other advisors may not tell you. Social Security * What to do if you have other income from pensions or IRAs * How to plan Social Security with all other sources of retirement income * Strategies to consider before deciding to apply for benefits Estate Planning * Practical approaches to safeguarding your estate and easing the transfer of assets to your loved ones * Whether you’re planning to support your children, grandchildren, or charitable causes, this session is designed to help you explore options and gain clarity around your long-term goals Retirement Strategies When it makes sense to delay benefits—and when it does not Secure Act of 2019: what you don’t know will cost you TAX-EFFICIENT STRATEGIES: Help reduce taxes on your Social Security, Capital Gains, Interest Income and more. FREQUENTLY ASKED QUESTIONS: Is there a cost to attend? No, there is no cost to attend. Do I need to bring anything? No, you will be provided with pen and paper to take notes. Will any investments or investment products be discussed? No, there will not be any discussion of any investments whatsoever. Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure. Is this sponsored by the Social Security administration? Joe Derenzis is not affiliated with the Social Security administration or any other government agency. Please note that this workshop is intended exclusively for potential clients seeking financial guidance, and it is not designed for financial advisors or industry professionals.