How to Design & Implement the Ultimate Retirement Withdrawal Strategy
Without a Degree in Finance
Course Will Be Taught At The
Dolley Madison Library
1244 Oak Ridge Ave - McLean, VA 22101
A free retirement workshop for adults within 5 years of retirement.
Hosted by Society For Financial Awareness
Limited Seating
Available
Limited Seating
Available
Jim Musgrave, CRPC
Chartered Retirement Planning Counselor
Thursday - November 7, 2024
6:00pm - 8:00pm
Here is what you will learn.
You have spent your entire adult life working hard and saving money so you can enjoy your retirement.
But in order to ensure your money lasts a lifetime, you need a retirement income withdrawal strategy that delivers.
This 2-hour master class will provide you with the knowledge and tools necessary to design and implement your personal retirement withdrawal strategy.
Whether you’re single, married, divorced or widowed, there are many ways to optimize the amount of lifetime income you and your family will receive from your investments, pensions and social security. To do so successfully requires a keen understanding of the items that will be covered below:
Top 10 most devastating risks that can derail your retirement and how to mitigate those risks.
Pros & Cons of 3 different withdrawal strategies.
How to determine which withdrawal
strategy will deliver the highest probability of success with the least amount of capital.
How to minimize taxes on your investments.
How a $1.7 trillion gap in federal spending and revenue will impact your retirement.
How to reduce volatility and generate reliable predictable income.
How to coordinate social security with your investments and pensions.
How to optimize social security to receive the most income, reduce taxes and receive the highest survivor benefit.
Pros & Cons of using annuities for retirement income.
Step by step process on how to design and implement the ultimate retirement income plan.
Limited Seating Available
Participants will receive access to software and reports necessary to design and implement the ultimate retirement withdrawal strategy:
Access to Money Guide Pro financial planning software for 60 days
Social Security Optimization report
Income Analysis report
Qualified Account & Tax Analysis report
Breakthrough Financial Lab summary report
Here's What You'll Learn
At SOFA, we believe if something’s worth doing, it’s worth doing right. When it comes to the nuances of Social Security, learning how to optimize your Social Security benefits goes a long way to helping you live comfortably and confidently.
This 90-minute master class offers real world strategies for those who are preparing for retirement and want to learn how to optimize their Social Security benefits and make their personal savings last.
One of the most important decisions you will be required to make before you retire is when and how to claim Social Security benefits. The majority of retirees apply for benefits as soon as they become eligible, at age 62. For many however, they do so without realizing they are significantly and permanently reducing the benefit amounts they and their spouse will receive throughout their lifetime.
Whether you’re single, married, divorced or widowed, there may be ways to optimize the amount of lifetime, after-tax benefits you and your family receive from Social Security. To do so successfully requires a keen understanding of the Social Security retirement system and the critical issues outlined below:
How married couples can coordinate benefits to help enhance spousal and survivor benefits.
How working after filing for benefits can eliminate eligibility to receive a benefit payment before full retirement age and the taxability of your benefit check.
How to structure social security to reduce taxes.
How claiming worker benefits early could permanently lower your spousal benefit at full retirement age.
Ways to avoid the dozens of planning traps buried in the nearly 3,000 filing rules of the Social Security retirement system.
How to claim a spousal benefit while earning delayed retirement credits on your own benefit.
Limited Seating Available
“It’s no secret that financial issues in retirement are very complicated. Enroll in this free course to learn tips to boost your income and how to avoid common mistakes.”
“It’s no secret that financial issues in retirement are very complicated. Enroll in this free course to learn tips to boost your income and how to avoid common mistakes.”
Register Today!
Seating is limited, so please RSVP soon. Once the class is full, wait listing will be done on a first-come, first-serve basis.
Register Today!
Seating is limited, so please RSVP soon. Once the class is full, wait listing will be done on a first-come, first-serve basis.
Your Contact Info
Your Address Info
Will You Be Bringing A Spouse Or Guest?
Click the circle left of the date below.
By providing my phone number, I agree to receive text message confirmations and reminders for this event.
Thursday - November 7, 2024
6:00pm - 8:00pm
Dolley Madison Library
1244 Oak Ridge Ave
McLean, VA 22101
Seating is limited, so please RSVP soon. Once the class is full, wait listing will be done on first come, first serve basis. You can also register by calling (301) 588-0514.
Your Contact Info
Your Address Info
Will You Be Bringing A Spouse Or Guest?
Click the circle left of the date below.
By providing my phone number, I agree to receive text message confirmations and reminders for this event.
Two Course Options
to Choose From
THURSDAY OPTION
DATE/TIME
Thursday - November 7, 2024
6:00pm - 8:00pm
Dolley Madison Library
1244 Oak Ridge Ave
McLean, VA 22101
-
Seating is limited, so please RSVP soon. Once the class is full, wait listing will be done on first come, first serve basis. You can also register by calling (301) 588-0514.
About The Presenter
James C. Musgrave, CRPC - As a wealth advisor and Chartered Retirement Planning Counselor with over 25 years’ experience, Jim helps people within 8 years of retirement to avoid making costly mistakes and maintain their standard of living in retirement. He specializes in retirement planning, money management, 401(k) plans and financial planning for individuals, federal employees and business owners. He is passionate about financial education and is the president of the Baltimore/Washington corridor chapter of the Society For Financial Awareness, through which he provides social security, investment and retirement educational seminars for businesses, federal agencies, military bases, and non-profits.
Founder and CEO of Musgrave Financial Solutions
Has over 25+ years' experience as a financial advisor
Holds his CRPC designation (Chartered Retirement Planning Counselor) and Certified Social Security Claiming Strategies designation
Map Of Course Location
SOFA the organization, does not offer to sell financial products nor promote any one particular company. Though the presenter may mention specific financial instruments and their functionality, SOFA's role is only to educate and inspire. SOFA only represents the educational workshop - all other endorsements are non-SOFA related.
Securities offered through Regulus Financial Group, LLC (Regulus). Member FINRA/SIPC. Investment advisory services offered through Regal Investment Advisors, LLC (Regal), an SEC Registered Investment Advisor. Registration with the SEC does not imply any level of skill or training. Insurance products are offered through Musgrave Financial Solutions. Regulus and Regal are affiliated entities. Musgrave Financial Solutions is independent of Regulus and Regal.
By submitting your registration, you agree to our Privacy Policy.