On March 6 from 6:00 PM to 7:00 PM the Saginaw Public Library presents the "Approaching Retirement: Social Security and 401k Workshop by William B. Bronson
Highlights for the presentation include: A) What everyone does, and nobody should do; B) 10 things you must know before retiring; C) How to know who you can trust; D) Don’t run out of money – How to plan; E) Eliminate risk – Maximize reward; F) Make thousands more on Social Security.
Topics to be discussed include: 1) What is life stage financial planning; 2) Social Security filing strategies; 3) 401k rollovers; 4) Annuities; 5) Future tax considerations; 6) Risk vs. Reward; 7) Stretch retirement funds for your lifetime; 8) Long term care considerations; 9) Smart retirement asset positioning; 10) Developing a solid plan.
William B. Bronson is the Principal / Wealth Strategist from 1st Choice Family Financial and has over 20 years’ experience in financial services. He is the author of, “The Mortgage Millionaire”, which received a 5-star rating at Barnes and Noble. He also writes multiple articles, including the local column, “Dollars and Sense”.
For more information, call the Library at 817-230-0300.