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Finding a financial advisor that you trust
is key to achieving a successful retirement.

SOCIAL SECURITY

RETIREMENT STRATEGY

FEDERAL ANALYSIS

SERVICES
Wailua Falls, Kauai, HI.jpg

Workshops

American Financial Education Alliance

Clients

SOCIAL SECURITY BENEFITS
Tuesday, August 16
6:00 pm - 8:00 pm 
Kauai Community College

3-1901 Kaumuali’i Highway    Lihu’e, HI 96766

• How to properly file for Social Security benefits
• Maximize the amount you are eligible to receive
• How to avoid the most common mistakes
people make when claiming their benefits
• Optimize your assets to minimize or avoid
paying taxes on your Social Security benefits
• How much income you can make and still draw
Social Security
• How Social Security is taxed
• How to determine which claiming strategy is
best for you
• How to claim a spousal benefit, even if you are divorced

 

This is a free workshop walk-ins welcome or you may register in advance for this workshop. After registering, you will receive a confirmation email containing information about joining us for the workshop

IRA’S, ANNUITIES, AND
OTHER SOURCES OF
RETIREMENT INCOME

Thursday, August 18
                             
6:00 pm - 8:00 pm                                      Kauai Community College        
3-1901 Kaumuali’i Highway Lihu’e, HI 96766

• Important facts you should know before purchasing an
annuity
• Will Social Security be there for YOU?
• How potential changes in government tax policies could
affect your IRA
• Do you need a LIRP?
• How to avoid the perpetual Tax Cycle
• How to reduce or eliminate taxes throughout retirement
• Pro’s and Con’s of Roth IRA’s
• Top mistakes that can cost you big when dealing with IRA’s
• How to perform a stress test on your current portfolio
against the most common retirement killers
• Identifying other sources of guaranteed income for life
• Will you run out of money?

This is a free workshop walk-ins welcome or you may register in advance for this workshop. After registering, you will receive a confirmation email containing information about joining us for the workshop

Contact
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