Social Security Workshop in Lexington, SC

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 may be able to reduce taxes on Social Security.
• What's your full retirement age, and why is it important?
• What's the best age to claim your Social Security?

AS A BONUS, WE WILL ALSO COVER THESE IMPORTANT TOPICS:

• Economic update - where are we headed?
• 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.

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 refreshments be served? Yes, we will have light refreshments available.

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.

Benjie Banning and Terry Hair are licensed financial services and insurance professionals. Securities and investment advisory services offered through Calton & Associates, Inc., 1310 D Ave., West Columbia, SC 29169, phone 803-422-3852. Member FINRA/SIPC. Banning Agency is not owned or controlled by Calton & Associates, Inc.  Registered Representatives of Calton & Associates, Inc. do not provide tax or legal advice. You should consult your tax advisor or attorney regarding your situation. This seminar is educational and designed to give the attendee a broad view of current information.

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