Tue, Jul 01
|Central Point Parks and Recreation
Maximizing Social Security & Roth Conversions
Learn how Social Security determines your monthly benefit, if Social Security will meet your income needs, and how to fill in the gaps between what you will receive in Social Security and what you really need.
Time & Location
Jul 01, 2025, 5:30 PM – 6:30 PM
Central Point Parks and Recreation, 235 S Haskell St, Central Point, OR 97502, USA
About the event
Join us for the Social Security educational workshop, designed to assist couples in determining the optimal time to begin receiving Social Security income for maximum benefit. This workshop will guide pre-retirees in making informed financial decisions about their retirement benefits and will also address the taxation of Social Security.
You will learn:
Will Social Security Be there for me?
Discover legislative proposals aimed at preventing Social Security insolvency.
Could my spouse and I be missing out on thousands of dollars by choosing the wrong timing?
Learn how to potentially save hundreds of thousands of dollars in taxes through Roth conversion strategies.