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Help Secure Your Future
An Exclusive Workshop on Social Security, Medicare, & Tax Planning
As you approach retirement, it's more important than ever to understand how Social Security, Medicare, and strategic tax planning integrate with your overall retirement income. Poor choices through misunderstanding the rules can result in paying more taxes, surcharges, and penalties than necessary. We're here to provide the clarity you need to make confident choices.
Topics We Will Address:
- 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?
Get to Know Us
This educational workshop is hosted by Jeremy Fraser, Augie Abbatiello, and Dominick Scarfogliero, Wealth Managers of Long Island Financial Planning Group. We invite you to explore our website to learn more about our entire team and our academic, strategy-driven approach to financial planning.
This event is funded in part by Horizon and Ocean Park.