Broker Check
23 May
Social Security, Medicare, & Tax Planning Dinner Workshop

Description

You are cordially invited to attend a Special Educational Dinner Event. Seating is limited so please RSVP today.

As you approach retirement, it’s more important than ever to understand the role Social Security and Medicare benefits play in your overall retirement income. Poor choices through misunderstanding or ignorance of the rules can result in people paying more taxes, surcharges, and penalties than necessary. As a result, they may see their savings drop faster.

Please join us to answer the following important questions:

  • When should I take my Social Security?
  • How do I coordinate and maximize my benefits?
  • When and how do I apply for my Medicare benefits?
  • How does my tax situation change in retirement?
  • Is it possible to reduce my tax liabilities throughout retirement?

Your situation is unique, your retirement plan should be too! Your hosts for this evening will be Jeremy Fraser, Augie Abbatiello, and Dominick Scarfogliero, Wealth Managers of Long Island Financial Planning Group. They believe financial plans should reflect the individuality of your specific lifestyle needs, wants, and desires. Developing long lasting relationships is the fundamental component of their academic based, strategy-driven retirement income solutions.


This event is funded in part by Russell Investments.


For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investment Services LLC nor any of its representatives may give legal or tax advice.

Date and Time

Thu, May 23, 2024

6:15p - 8:00p EST

Location

Nosh

470 Wheeler Rd
Hauppauge , NY 11788
View on Map
PT1H45M

Event Registration