Passport to Retirement
Learn How To Manage Market Volatility, Inflation, Tax Risk & Healthcare Risk...and Much More!
Don't miss out on an exclusive educational event for people who are retired or nearing retirement! Join us for a captivating presentation by renowned local financial advisor, Ross Wolf. Ross will share the latest proven strategies that will help you preserve your wealth, boost your income, and reduce your risk and tax liabilities in retirement. Secure your spot now to gain valuable insights and set yourself up for a prosperous retirement!
Educational Workshop Highlights
Recent legislative changes to Social Security benefits.
Strategies to maximize Social Security payments.
How to reduce or potentially eliminate taxes on your Social Security benefits.
Ways that working can affect your benefits and their taxability.
Certain types of earnings and pensions and how they could affect your benefits.
Married? Learn how to coordinate benefits with your spouse.
Tax reform may change your retirement plan. Find out what’s new and the biggest mistakes to avoid.