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Feel Confident & In Control With
Retire for L.I.F.E

For baby boomers, there’s been a shift in retirement income planning when compared to previous generations. This is a comprehensive personal finance workshop for those in the early stages of retirement or those about to retire. It addresses difficult retirement decisions such as income planning, Social Security maximization and the risks to avoid. You’ll learn how to incorporate health care, inflation and their considerations into your overall plan. Upon completion, you’ll be better prepared to take the necessary steps to create your own retirement income strategy.

Upcoming Events

Maximizing Your Social Security Benefits

Join us for a complimentary presentation at the KU Edwards Campus where we'll cover the following important topics to help baby boomers maximize their Social Security benefits:
  • What's new for Social Security and what may be changing in 2022.
  • How Biden’s proposed tax plan¹ and congress’ multitrillion-dollar infrastructure² and welfare bills may impact your Social Security benefits.
  • Why Social Security could run out of money or be reduced by 1/3 by 2035³.
  • How Social Security Benefits relate to, and affect, your taxes in retirement and how to avoid excessive taxation.
  • How properly claiming spousal payments may increase people's benefit.
  • Important recent changes - new Social Security rules and how they affect your filing options.
  • Little-known claiming strategies and planning techniques to help you maximize your Social Security benefits.
  • Survivor Benefits - What they are and how they work.
  • Common filing mistakes and how to avoid them.
  • How Social Security ties into your overall retirement plan.

Previous Events

Retire for L.I.F.E.

Liberty Community Center
April 19th, 2022

Maximizing Your Social Security Benefits

KU Edwards Campus
Feb 23rd and Feb 24th, 2022

Retire for L.I.F.E.

Harrisonville Community Center
Nov 16th and Nov 18th, 2021

Optimizing Your Tax Strategy

KU Edwards Campus
Nov 4th and Nov 6th, 2021

Retire for L.I.F.E.

Gamber Community Center
Oct 5th and Oct 7th, 2021

Optimizing Your Tax Strategy

Double Tree By Hilton
Aug 17th and Aug 18th, 2020
Liberty Community Center
​July 29th, 2021

Optimizing Your Tax Strategy

Platte County Community Center South
July 20th and July 22nd, 2021
Liberty Community Center
June 17th, 2021
Metropolitan Community College - Longview
June 8th and June 9th, 2021
Matt Ross Community Center
May 25th and May 26th, 2021

Maximizing Your Social Security Benefits
& Reducing Taxes in Retirement

Gamber Community Center
April 27th and April 28th, 2021
Tomahawk Ridge Community Center
March 30th & 31st, 2021
Gamber Community Center
March 17th, 2021
Gamber Community Center
February 9th & 10th, 2021

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