Webinar Ended
About This Webinar
Learn how the Economic Impact of the COVID 19 can affect your Retirement.

Topics To Be Discussed:

How did new Social Security Laws affect your retirement strategy?

Is "File and Suspend" really gone?

Why waiting to take Social Security may or may not be your best move.

What happens if your spouse is still working?

What if you still are or want to work part-time?

What if you are divorced or widowed?

How to maximize your Social Security benefits.

How you can reduce taxes on Social Security

Bonus Topics:

How to potentially reduce taxation on your Social Security after you start receiving your benefits.

How you can potentially fill the gap between Social Security and your desired Retirement Income.

How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.

How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.

Learn strategies that teach you how to structure RMD's Tax Efficiently.

FAQs:

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.
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Matt Goolsby
Financial Advisor
Matt specializes in business development and logistics for Market Advisory Group. He is also a founding partner for the company and performs an advisory role for the offices in the Kansas City metro area. During Matt’s childhood, his father Danny would drive to farms, family homes, and communities all over the state of Kansas, working to help people solidify their retirement goals. Matt is often heard muttering, “I feel like I’ve been doing this all my life.”
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