This workshop is being delivered by Beverly Drive Financial and is brought to you by the SMC Community Education program.

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JOIN US FOR A SPECIAL EVENT WHERE YOU WILL LEARN TO...

MAXIMIZE YOUR RETIREMENT IN TODAY'S CHALLENGING ECONOMY!

Join other proactive and successful retirees who have learned through this workshop how to educate themselves and improve their future.

Location: Santa Monica College

Bundy Campus

3171 South Bundy Drive

Los Angeles, CA 90066

Date: Wednesday, October 2nd at 6:30 PM

      & Wednesday, October 9th at 6:30 PM


Learn How the New Tax Law Changes Can Affect You and Your Benefits

Financial EDUâ„¢

Many investors, pre-retirees, and retirees are asking themselves the exact same questions... what should their plan be when some of the most popular asset classes like equities and bonds are both down? The reality of the situation is that a lot of analysts and industry experts are trying to predict the market; the bulk of the information we hear on the media is simply predictions. Instead of trying to identify what the market will do next, the focus should be on creating a plan that allows you to be reactive- in other words, create a strategy that positions you to take advantage of any opportunity regardless of what the market is doing by establishing a holistic and comprehensive financial plan.   

TOPICS

Social Security Benefits

File for benefits early or delay taking them? Which is better for you?

Legislative Impact

Recent tax law changes and the impact on retirees.

Asset Taxation

Learn how to turn forever-taxed money into never taxed money.

Net Income Maximization

How you may be able to reduce or eliminate taxes on your Social Security.

Strategy Implementation

Learn the rules you need to know when you transition from wealth accumulation to wealth distribution.

LOCATION

Santa Monica College

Address

Bundy Campus

3171 South Bundy Drive

Los Angeles, CA 90066

DISCLOSURE

Financial EDU does not offer Financial, Legal or Tax Advice. The workshops are hosted by independent financial professionals that are required to be licensed in their state(s) of jurisdiction. Insurance and/or financial services may be offered at a later date based on your specific situation.