Social Security Benefits & Minimize Your Taxes
Educational Workshops Topics
- File for benefits early or delay? Which is better for you?
- Recent Changes and the impact of the new administration.
- Learn how to turn forever-taxed mony, into never-taxed on your social securiy benefit.
March 3rd 2025 - Arcadia FL
Turner Agri-Civic Center
2250 NE Roan Street
Arcadia FL, 34266
Monday, Feburary 3rd, 2025
6:00PM – 7:30 PM
March 5th 2025 - Arcadia FL
Turner Agri-Civic Center
2250 NE Roan Street
Arcadia FL, 34266
Wednesday, Feburary 5th, 2025
6:00PM – 7:30 PM
Feb 12th 2025 - Bradenton FL
G.T. Bray Recreation Center
5502 33rd Ave. Dr. W]
Bradenton FL, 34209
Wednesday, Feburary 12th, 2025
6:00PM – 7:30 PM
Feb 13th 2025 - Bradenton FL
G.T. Bray Recreation Center
5502 33rd Ave. Dr. W]
Bradenton FL, 34209
Wednesday, Feburary 13th, 2025
6:00PM – 7:30 PM
January 21th 2025 - Sarasota FL
Keiser University Auditorium
6151 Lake Osprey Drive.
Sarasota FL, 34240
Tuesday January 21st, 2025
6:00PM – 7:30 PM
January 22nd 2025 - Sarasota FL
Keiser University Auditorium
6151 Lake Osprey Drive.
Sarasota FL, 34240
Tuesday January 22nd, 2025
6:00PM – 7:30 PM
Seating is Limited Register Today
- Learn the rules you need to know when you transition from wealth accumulation to wealth distribution.
- Learn how your decision on when to take Social Security is directly impacted by your overall financial Picture.
- Learn strategies to potentially keep your Social Security from being taxed.
Call: 941-822-8706
Understanding how claiming Social Secuirty at wrong age may affect your benefits.
BY UP TO 76%!
(SSA, Nov. 16 2023)
Presenter
June Braithwaite – Investment Advisor Representative
Matthew Dunn
National speaker on Social Security and Retirement Planning
Call: 941-822-8706
Sarasota Wealth Advisory
Phone: (941) 822-8706
Email: info@sarasotawealthadvisory.com
Offices in Sarasota, Bradenton, Lakewood Ranch
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Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
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