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Understand methods to minimize taxes on your benefits when you start receiving them.
Explore strategies to bridge the gap between Social Security and your desired retirement income.
Learn why a tax plan is not a one-time event but an ongoing process throughout retirement.
Discover how Roth conversions can create tax-free income for you and your spouse.
Strategies to withdraw income in a way that maximizes your savings and ensures a lifetime of income.
The pros and cons of waiting to take Social Security.
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What to consider if you or your spouse are still working or want to work part-time.
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Confidently plan for a financially stable and fulfilling retirement.
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Maria G. Fliess, RICP®, LUTCF®
No, the workshop is completely free.
Just yourself! We’ll provide pen and paper for note-taking, bottled water and snacks.
No, this is a purely educational workshop with no product pitches or sales tactics.
Absolutely not. Our classes are focused on providing valuable education, not sales.
