Broker Check
19 June
New Strategies for 2025: Maximizing Social Security & Minimizing Retirement Taxes

Description

With major tax law changes on the horizon, NOW is the time to update your retirement income plan.

If you've attended one of our past retirement workshops, you already understand how critical it is to plan ahead for both Social Security and taxes. But with the expiration of the Tax Cuts and Jobs Act on the horizon, and increasing concerns about future tax rates, market volatility, and inflation, new strategies are emerging—and the planning landscape is shifting fast.

That’s why we’re inviting past attendees and new guests to join us for this all-new, timely workshop on Thursday, June 19 at 7:00 p.m.

You’ll walk away with:

✅ The latest insights on the 2025 tax law changes—and how they could impact retirees like you.
Tax-smart Social Security strategies to help you keep more of your benefits.
✅ How to manage “stealth taxes” on retirement income (Social Security, IRAs, 401(k)s, pensions, RMDs, investments, and more).
Updated filing strategies—what’s changed, what hasn’t, and how to coordinate with spousal and survivor benefits.
✅ How to potentially generate more tax-free income and help insulate your nest egg from rising taxes and inflation.
✅ Real-world techniques to help ensure your money lasts throughout retirement.

Seating is limited—reserve your spot today. This is a no-cost, no-obligation educational event.

Disclaimer: This event and its organizer are not affiliated with or endorsed by Seminole State College of Florida. Any views expressed at this event are solely those of the presenter expressing them and not those of Seminole State College of Florida.

Date and Time

Thu, Jun 19, 2025

7:00p - 8:00p EST

Location

Seminole State College - Heathrow Campus

1055 AAA Dr.
Heathrow , FL 32746
View on Map
PT1H

Event Registration

Will you be able to attend this event?