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Educational Classes

Upcoming Events

November 7, 2020

10:00a - 11:30a

Douglas County Libraries - Lone Tree Branch, Event Hall

Taxes In Retirement

Attend this seminar and learn about: 1. Understand the official new tax reform rules and their impact on your retirement 2. How lost deductions may affect your taxes in retirement  A basic overview of the tax rules as they apply today 3. Ways to potentially protect yourself against volatile market conditions 4. Common misconceptions about taxes in retirement  Strategies to help protect yourself against the taxation of your Social Security income 5. The changing rules for a retiring generation of baby boomers 6. Possible tools and strategies available to retirees to help develop a retirement tax strategy 7. How rising taxes may affect your retirement cash flow

Past Events

October 22, 2020

6:30p - 8:00p

Douglas County Libraries - Lone Tree Branch, Event Hall

Savvy Social Security Planning

Join us for an educational seminar where we'll focus on: 1. Changes to Social Security filing strategies. 2. How married couples can help enhance their combined monthly and lifetime benefits. 3. How the "do over" and "start, stop, restart" strategies work. 4. How to claim retroactive benefits as a lump sum. 5. The effect of remarriage on survivor benefits for widowed and divorced spouses. 6. Five factors that could reduce the actual payments you receive.

Event Registration