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SPECIAL LUNCH INVITATION - NO COST OR OBLIGATION

Will You Join Us at the FREE "2021 Social Security & Tax Updates Workshop"?

Learn the latest strategies to help maximize Social Security and increase retirement income at the Retirement You Workshop at William Penn Inn in Gwynedd. There is no cost or further obligation required to attend and lunch is on us! For FREE admission, choose your date below...

CHOOSE YOUR PREFERRED DATE:

MAY

MAY

18

20

TUE

THU

Tuesday - May 18th at 11:00am

Thursday - May 20th at 11:00am

William Penn Inn

William Penn Inn

1017 Dekalb Pike - Gwynedd, PA 19436

1017 Dekalb Pike - Gwynedd, PA 19436

Lunch Workshop Topics Include:

SOCIAL SECURITY CHANGES

RETIREMENT TAX RULES

Learn why Social Security planning is so important and how new filing changes could impact your retirement income.

Learn more about the potential impact of new retirement rules included in the Tax Cuts & Jobs Act, SECURE Act and CARES Act.

POST COVID-19 ECONOMY

MARKET RISK STRATEGIES

Learn lessons from the COVID-19 market crash and how retirees could face increased challenges in the "new normal economy".

Learn strategies to help protect and grow your retirement income by managing increased stock and bond market risks.