Retirement Planning Workshop & Breakfast hosted in Lexington, SC
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Retirement Planning Workshop & Breakfast hosted in Lexington, SC

Seats are limited and will fill up fast, reserve yours today!

By Tripp Limehouse

Date and time

Starts on Saturday, April 5 · 9am EDT

Location

Lexington County Chamber of Commerce

311 W Main Street Lexington, SC 29072

About this event

  • Event lasts 1 hour 30 minutes

This Educational Workshop Will Provide You With Much Needed Information To Help You Understand How Social Security Works. After This Class, You Will Be Able To Make Informed Decisions About Social Security And Understand How The Elections You Make Will Affect Your Monthly Benefits.

TOPICS WE WILL DISCUSS:

  • How did new Social Security Laws affect your retirement strategy?
  • Is "File and Suspend" really gone?
  • Why waiting to take Social Security may or may not be your best move.
  • What happens if your spouse is still working?
  • What if you still are or want to work part-time?
  • What if you are divorced or widowed?
  • How to maximize your Social Security benefits.
  • How you can reduce taxes on Social Security

AS A BONUS, WE WILL ALSO COVER THESE IMPORTANT TOPICS:

  • How to potentially reduce taxation on your Social Security after you start receiving your benefits.
  • How you can potentially fill the gap between Social Security and your desired Retirement Income.
  • How to potentially maximize the value of your IRA, 401(k), TSP or Pension Plan.
  • How to use the Roth Conversion option to create increasing TAX-FREE lifetime income benefits for you and your spouse.
  • Learn strategies that teach you how to structure RMD's Tax Efficiently.

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend?

No, there is no cost to attend.

Should I arrive early?

It is recommended that you arrive 15 minutes early to have ample time to park and secure a seat.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed?

No, there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything?

No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Is this sponsored by the Social Security administration?

Tripp Limehouse is not affiliated with the Social Security administration or any other government agency.

Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.

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Tripp Limehouse

Limehouse Financial was founded by Tripp Limehouse. With over 70 years of combined experience, Tripp and his team are committed to helping people who are planning to retire in the next decade or so, as well as those who have already retired. We are committed to helping you create a comprehensive financial plan to achieve your retirement goals.

Whether it’s investment management, retirement planning or financial planning, Limehouse Financial is the wealth management firm in Lexington helping pre-retirees and retirees achieve a more successful retirement.

What most people find out when they come into our office is that while they may have retirement accounts, they do not have a retirement plan. We help you define your financial goals, better understand financial terms and strategies, and navigate through complex decisions surrounding retirement. We have the tools and experience, and we are committed to being your partners for the long-term, so that we can help you plan for and achieve the retirement you deserve.