April 16, 2020: Bay County Community Center
June 10, 2020: Midland Community Center
TOPIC: "Social Security"
11:00am -1pm & 6:30pm-8:30pm. Jason & Carl will be conducting these "can't miss" workshops on topics that will include:
*Changes to Social Security filing strategies.
*How married couples can help enhance their combined monthly and lifetime benefits.
*How the "do over" and "start, stop, restart" strategies work.
*How to claim retroactive benefits as a lump sum.
*The effect of remarriage on survivor benefits for widowed or divorced spouses.
*Five factors that could reduce the actual payments you receive.
May 5, 2020
TOPIC: "Taxes In Retirement"
11:00am - 1:00pm & 6:30pm-8:30pm at the Midland Community Center in Midland, MI
Jason & Carl will be conducting this "can't miss" workshop on topics that include:
*How the "Tax Cuts & Jobs Act" passed in 2017, and the "Secure Act" passed in 2019 by Congress may impact your taxes and investments.
*Are there strategies to avoid the Required Minimum Distribution on your IRA's?
*What happened to the standard deductions?
*Why the opportunity to itemize tax deductions may be gone.
*Can you capture tax free long term capital gains?
*How you might be able to get money out of your IRA "tax free."
*What personal tax deductions you may be losing.
*Will your taxes increase or decrease?
*How to help reduce income tax on your Social Security.
*How you can potentially get more income and pay less in taxes.
***… to sum it up, HOW TO KEEP MORE MONEY IN YOUR POCKET AND OUT OF THE GOVERNMENTS!***
Register yourself and a friend that would find this workshop's vital information time well spent!
About Our Seminars & Workshops:
At Great Lakes Investment Advisors, Inc., we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.
Recent Client Events
2019 Comedy For A Cause Dinner Event
2019 Loons Ambassador Event Games
2019 Islander Sunset Boat Cruise
Cocktails & Canvas Ladies Day Out 2019
2018 Murder Mystery Dinner
2018 Islander Sunset Boat Cruise
2018 Loons Baseball Night at Lasorda's Landing
2018 Ladies Valentine's Day Luncheon
2017 Murder Mystery Dinner Event
2017 Loons Baseball Night at Lasorda's Landing
2017 Ladies Valentine's Day Luncheon
2017 Anchors Aweigh Sunset Boat Cruise
For more information, please contact us toll-free at: (866) 383-GLIA (4542).
If you are unable to attend one of our seminars and are interested in meeting with an advisor one-on-one, please contact our office directly at (989) 835-7203.
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