Broker Check
17 June
Social Security & Retirement Planning Seminar - West Chester

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.

Date and Time

Tue, Jun 17, 2025

6:00p - 7:00p EST

Location

Social Security & Retirement Planning Seminar

Citadel Credit Union
1209 West Chester Pike
West Chester , PA 19382

Note

Light refreshments and food will be served.

View on Map
PT1H

Event Registration

Will you be able to attend this event?