WEBINAR DETAILS
  • About
    This webinar will teach you how to maximize your Social Security benefits so that you can have a more comfortable retirement. You will learn about the different factors that affect your Social Security benefits, such as your earnings history, your age at retirement, and your marital status. You will also learn about common mistakes that people make when claiming Social Security, and how to avoid them.

    In addition, you will learn about the little-known tax benefits of Social Security. Did you know that your Social Security benefits may be 100% income tax free? Find out how!

    The event will also include a fun, comprehensive retirement planning case study focused on Social Security benefits. This case study will help you to see how the different factors that affect Social Security benefits can impact your retirement income.
  • Agenda
    • How to Optimize your Social Security Benefits to Maximize Retirement Income
    • Social Security Pitfalls and Common Mistakes
    • Little Known Tax Benefits of Social Security that can make it up to 100% income tax free
    • A Fun, Comprehensive Retirement Planning Case Study focused on Social Security Benefits
  • Categories
    BUSINESS & FINANCE
  • Price
    Free
  • Language
    English
  • OPEN TO
    Anyone with the event link can attend
  • Dial-in available
    (listen only)
    Not available.
FEATURED PRESENTERS
  • Webinar hosting presenter

    Ed Rossi, CFP®, CTS®, CPWA®, AAMS®, CRPC®, NSSA®, CES™, CMFC®

    Senior Financial Advisor
    Ed Rossi brings over 30 years of financial services experience to Oak Harvest. His primary purpose is to help clients meet all their financial goals. Ed believes in a holistic approach to financial planning and provides value to his client’s...
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  • Webinar hosting presenter

    Troy Sharpe, CFP®, CPWA®, CTS®

    Founder and CEO
    As CEO, Troy is responsible for the vision, execution and delivery of services at Oak Harvest Financial Group. He is the creator of the firm’s Retirement Success Plan (RSP), which is a customized blueprint for coordinating investments, income,...
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