Social Security, Safe $ Investing and Medicare Q&A Workshop in Grangeville, ID

WORKSHOP TOPICS

• How do Social Security Laws affect your retirement strategy?
• Why waiting to take Social Security may or may not be your best move.
• What happens if your spouse is still working?
• Do you want to continue working or perhaps work part time?
• What if you are divorced or widowed?
• How to reduce taxes on Social Security?
• Traditional “safe” tools like savings accounts, CD’s, bonds, and money market accounts that are paying interest, but are they keeping up with inflation?
• How to avoid outliving your income
• Maximizing your social security benefits and ensuring you get the most out of your retirement
• What you should know about RMD’s and where they come from.
• Estate Planning, Wills vs Trusts and how to avoid probate.
• Money Management Strategies, how do successful investors think?

This is an educational workshop to help you make important decisions about your retirement. How Social Security works, how to ensure that you are maximizing your retirement income and keeping up with inflation, and making informed decisions when it comes to estate planning. This is for anyone thinking about retirement, already retired, or actively looking at retirement in the near future. We want you to be well informed and confident about your choices and get the most out of your retirement regardless of what it looks like!