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  • Retirement University presented by SOFA: Medicare & Social Security

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    Retirement University presented by SOFA: Medicare & Social Security

    Tuesday, March 21, 2023

    6:30 PM - 8:00 PM

    6:30 PM - 8:00 PM See all dates and Times

    Norwalk Easter Public Library

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    03/21/2023 06:30 PM 03/21/2023 08:00 PM America/Atikokan Retirement University presented by SOFA: Medicare & Social Security The Society for Financial Awareness is offering a free seminar covering topics related to retirement planning in this three-part series. Attend one or all of the sessions. March 21st Part One: Medicare & Social Security  Filing strategiesFactors to consider when producing incomeDiscovering how Medicare works and how it'll be affected during retirementLearning how to navigate differences between both March 28th Part Two: Investments & Taxes Creating a tax planUnderstanding the different types of investmentsDetermining when to utilize different investments in retirementLearning how taxes affect current investments, retirement, income and other areas of retirement April 4th Part Three: E... Details & Tickets: https://www.upcomingevents.com/des-moines/events/norwalk-easter-public-library/retirement-university-presented-by-sofa-medicare-social-security-92412?ref=uceaddevent Norwalk Easter Public Library, 1051 North Avenue, Norwalk, IA, 50211

    Categories

    Education, Educational, Kids & Family

    The Society for Financial Awareness is offering a free seminar covering topics related to retirement planning in this three-part series. Attend one or all of the sessions. March 21st Part One: Medicare & Social Security  Filing strategiesFactors to consider when producing incomeDiscovering how Medicare works and how it'll be affected during retirementLearning how to navigate differences between both March 28th Part Two: Investments & Taxes Creating a tax planUnderstanding the different types of investmentsDetermining when to utilize different investments in retirementLearning how taxes affect current investments, retirement, income and other areas of retirement April 4th Part Three: Estate Planning, Long-Term Care, & Legacy Planning Estate planning misconceptionsPhases of Estate planningFactors to consider when Estate planningEstate and LTC eroding factors

    Event Links

    Tickets: https://go.evvnt.com/1597025-0

    Website: https://go.evvnt.com/1597025-2

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