1:00pm - 4:30pm Central time, John Garrison of EY Financial Planning will be presenting Social Security in Retirement and Estate Planning in Retirement. This is a 2 part Seminar broke into 45 minute sessions.
The first session will be on Social Security in Retirement. You will explore how Social Security Benefits are calculated, when you can collect benefits, identify family members who may be entitled to benefits, understand how benefits are taxed, how to obtain projections of benefits. Also look at Social Security in the context of "retirement planning". Anyone looking to retire in the next 5-7 years is welcome to attend. Spouses and church leadership are welcome.
The second session will be on Estate Planning Basics. Discussion on what an estate encompasses, the pros and cons of probate, roles of trusts, important estate documents, estate taxation, tools to reduce estate taxes, and resources available to assist you. Anyone interested in this topic is welcome to attend.
Please register below.