Program Type:Business & Finance
Age Group:Ages 19+ (Adults)
Are you nearing retirement? If so, you may be wondering how to maximize your Social Security benefits in the most tax efficient manner. Inefficient use of both Social Security and Medicare for retirees can impact your retirement goals. This workshop may help you make better informed decisions in your retirement years.
Presented by David Baker, CFP®, ChFC®, RICP®, AIF®, of Phoenix Private Wealth. This is an educational and informational workshop only.