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Social Security Strategies – Harris Park Community Center

Harris Park Community Center - AB Rooms 110 SW Blue Parkway, Lee's Summit, MO, United States

Join Market Advisory Group for a social security class to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor […]

Free

Thriving in Retirement – Harris Park Community Center

Harris Park Community Center - AB Rooms 110 SW Blue Parkway, Lee's Summit, MO, United States

Join us to learn how Taxes, Inflation, and Market Volatility are affecting retirees right now (and what you can do about it): Ways to ensure your nest egg lasts, no matter how long you're retired What you can expect from Social Security when you claim (will it be there when you need it?) Tax-friendly ways […]

Free

Taxes in Retirement – Matt Ross Community Center

Matt Ross Community Center - Plaza Room 8101 Marty St, Overland Park, KS, United States

Join Market Advisory Group for a Taxes in Retirement class near you to learn: Ways taxes can increase in retirement Why taxes are the biggest retirement threat you haven’t addressed How to design your retirement to be “tax-conscious” Tried and true strategies to protect your retirement from tax and legislative risk How the budget debate in Washington could negatively affect your retirement […]

Free

The Big, Beautiful Bill & You: Impacts to Tax & Retirement – Exploration Place

Exploration Place – Discover Rooms A&B 300 N McLean Blvd, Wichita, KS, United States

Join us to learn: What the recent historic tax bill means for your retirement and future tax rates How permanent changes to tax brackets may impact your income strategy Why now may be your best chance to lock in lower tax rates before future adjustments What you need to know about estate planning and gifting […]

Free

Social Security Strategies – Shawnee Civic Centre

Shawnee Civic Centre - Dogwood Room 13817 Johnson Dr, Shawnee, KS, United States

Join Market Advisory Group for a social security class to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor […]

Free

Social Security Strategies – Sedgwick County Extension Education Center

Sedgwick County Extension Education Center - Sunflower Room 7001 W 21st St, Wichita, KS, United States

Join Market Advisory Group for a social security class to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor […]

Free

Estate & Tax Planning: Surviving Retirement – Butler Community College (Andover Campus)

Butler Community College - Grizzly Den 715 E 13th St, Andover, KS, United States

Join us to learn: The advantages and disadvantages of Wills and Living Trusts. How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away). Longevity: Solutions if you live too long, die too soon, or become ill. The New Normal: A review of where things could […]

Free

Medicare Open Enrollment Planning – Metropolitan Community College Longview

Metropolitan Community College Longview - Business Center BU-107 500 SW Longview Rd, Lee's Summit, MO, United States

  Here are a few of the topics that we’ll be covering in this Workshop: • How and when should I sign up for Medicare? • What do I need to know before enrolling in a Medicare plan? • What are Medicare parts A, B, C, and D? • Medicare coverage, cost and the need […]

Free

Taxes in Retirement – Hubbard Arts Center

Hubbard Arts Center – Innovation Room 309 N Woodlawn Blvd, Derby, United States

Join Market Advisory Group for a Taxes in Retirement class near you to learn: Ways taxes can increase in retirement Why taxes are the biggest retirement threat you haven’t addressed How to design your retirement to be “tax-conscious” Tried and true strategies to protect your retirement from tax and legislative risk How the budget debate in Washington could negatively affect your retirement […]

Free

Social Security Strategies – Gladstone Community Center

Gladstone Community Center - Gladstone Room 6901 N Holmes St, Gladstone, MO, United States

Join Market Advisory Group for a social security class to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor […]

Free

Taxes in Retirement – Hubbard Arts Center

Hubbard Arts Center – Innovation Room 309 N Woodlawn Blvd, Derby, United States

Join Market Advisory Group for a Taxes in Retirement class near you to learn: Ways taxes can increase in retirement Why taxes are the biggest retirement threat you haven’t addressed How to design your retirement to be “tax-conscious” Tried and true strategies to protect your retirement from tax and legislative risk How the budget debate in Washington could negatively affect your retirement […]

Free

Avoid the Top Estate Planning Mistakes – Gardner Senior Citizen Community Center

Gardner Senior Citizen Community Center 128 E Park St, Gardner, KS, United States

Join us to learn: How to prepare for Long Term Care (without a traditional & expensive LTC policy!) How to avoid probate, long delays, and fees all with a simple plan How to protect your hard-earned assets from rising long term care costs How to massively reduce income taxes for your beneficiaries with a coordinated […]

Free