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You are cordially invited


savvy social security planning

what baby boomers need to know to maximize retirement income

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Lunch & Learn Date:


Anna Maria Oyster Bar, Landside

6906 14th Street West, Bradenton, FL 34207

Tuesday, July 9th, 2019 at 12:00 PM

What you’ll discover during the workshop:

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    How to maximize your benefits.
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    How to withdraw money in the most tax-efficient manner.
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    When you should apply for Social Security based on your unique situation.

Why we created this workshop:

If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying. Chances are you've seen the market go up and down over your career and you're looking for ways to secure a paycheck that will last a lifetime.

We host these online workshops to help educate those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want without the fear of running out of money.

Available spots for the lunch and learn are limited! Reserve your seat now and join us to learn more about women & investing.