Social Security Workshop in Georgetown, TX, 10 May | Event in Georgetown | AllEvents

Social Security Workshop in Georgetown, TX

Ryan Bartels CFF®, NSSA®

Highlights

Sat, 10 May, 2025 at 11:30 am

1 hour

Georgetown Public Library - Classroom

Free Tickets Available

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Date & Location

Sat, 10 May, 2025 at 11:30 am to 12:30 pm (GMT-05:00)

Georgetown Public Library - Classroom

402 West 8th Street, Georgetown, United States

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About the event

Social Security Workshop in Georgetown, TX
Join us for an engaging and informative seminar!

About this Event

This Educational Workshop Will Provide You With Much Needed Information To Help You Understand How Social Security Works. After This Class, You Will Be Able To Make Informed Decisions About Social Security And Understand How The Elections You Make Will Affect Your Monthly Benefits.

TOPICS WE WILL DISCUSS:

  • How did new 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?
  • 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

AS A BONUS WE WILL ALSO COVER THESE IMPORTANT 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.

FREQUENTLY ASKED QUESTIONS:

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.

We are not affiliated with any government agency, this seminar is for information only and includes opinions from the speaker. Always consult with your tax, legal and financial professional.


Also check out other Workshops in Georgetown.

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Ticket Info

Tickets for Social Security Workshop in Georgetown, TX can be booked here.

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Nearby Hotels

Georgetown Public Library - Classroom, 402 West 8th Street, Georgetown, United States

Just a heads up!

We have gathered all the information for you in one convenient spot, but please keep in mind that these are subject to change.We do our best to keep everything updated, but something might be out of sync. For the latest updates, always check the official event details by clicking the "Find Tickets" button.

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Host Details

Ryan Bartels CFF®, NSSA®

Ryan Bartels CFF®, NSSA®

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Social Security Workshop in Georgetown, TX, 10 May | Event in Georgetown | AllEvents
Social Security Workshop in Georgetown, TX
Sat, 10 May, 2025 at 11:30 am
Free