Social Security & Retirement Planning Basics -- Part 2

Program Type:

Presentation

Age Group:

Adult, Family
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Event Details

Our guest speaker from the Society for Financial Awareness (SOFA) is Jaime Ragins, an Investment Advisor Representative working at Midwest Financial Network, LLC in Davenport, IA and has over 5 years of experience in the finance industry.

She will discuss in her presentation:

  • Factors to consider when determining what age to file for Social Security
  • Ways to avoid higher taxation of your Social Security benefits
  • Retirement threats and how to avoid them
  • Learn thought processes relating to income creation in retirement.
  • Learn about wealth eroding factors and how to avoid them.

Registration is requested. To reserve your seat, please call Julie at 708-221-7012 or email her at: jduran@sofausa.org