(9/16) Understanding Your Social Security Benefits and the Effects on Your Retirement Assets and Estate Plan

Type: seminar Date: September 16 Time: 10:00 AM - 11:00 AM
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE: DESCRIPTION:10:00 AM – AZ time 11:00 AM – NM time REGISTER NOW Join Jon Linford with Guest Speaker, Matt McMahon, Certified Financial Planner TM Points that will be covered: • How to make the most of your Social Security retirement benefits. • How benefits are taxed. • How distributions from your retirement accounts can impact […] ADDRESS: DTSTART:20200916T100000 DTEND:20200916T110000 URL;VALUE=URI:https://morristrust.com/seminars/9-16-understanding-your-social-security-benefits-and-the-effects-on-your-retirement-assets-and-estate-plan/ SUMMARY:(9/16) Understanding Your Social Security Benefits and the Effects on Your Retirement Assets and Estate Plan LOCATION: PHONE: DTSTAMP:20210925T211457 UID:614f91518f082 END:VEVENT END:VCALENDAR
      (9/16) Understanding Your Social Security Benefits and the Effects on Your Retirement Assets and Estate Plan.ics
10:00 AM - AZ time 11:00 AM - NM time

REGISTER NOW

Join Jon Linford with Guest Speaker, Matt McMahon, Certified Financial Planner TM Points that will be covered: • How to make the most of your Social Security retirement benefits. • How benefits are taxed. • How distributions from your retirement accounts can impact your benefits. • Important factors to consider when choosing your claiming strategy. • How to make sure your Social Security and other assets are protected at Incapacity or Death.  

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