Description
Welcome to our Social Security & Retirement Planning Presentation. This event is designed for individuals looking to plan their retirement income and seeking to understand their social security options and the potential shifts in the tax landscape.
What You Can Expect
At our presentation, you'll learn about:
1) Maximizing Social Security Benefits
2) Determining retirement spending
3) Tactical Individual Retirement Account (IRA) distributions
4) Generating tax efficient retirement income
5) Planning considerations for when one spouse passes
This event is a must-attend for anyone seeking to stay informed and proactive about their retirement planning.
Cetera Investment Services LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.
Date and Time
Wed, Oct 29, 2025
6:00p - 7:00p EST
Location
Social Security & Retirement Planning Seminar
Note
Light refreshments and food will be served.