Safeguarding Your Assets & Streamlining Taxes: Insurance, Social Security & Tax Strategies

Does the thought of financial planning feel overwhelming? You’re not alone. Secure Your Future is a 4-week basics series designed specifically for older adults, drawing from the valuable insights in Benjamin James’ The Playbook: Fundamentals for the Financially Organized & Addressed. This clear and concise course will empower you to take charge of your future.

After this session, you’ll be able to plan for the unexpected, exploring probate and non-probate assets. And you’ll gain the confidence to determine your current insurance policies and identify any gaps. James will also help you to navigate the tax maze. Learn about tax preparation and review strategies for maximizing benefits. And finally, he will unlock the doors to Social Security so you can understand your options and maximize your Social Security income.

In this series, join James to learn how to set goals, understand your financial statements, navigate crucial estate documents, and optimize your insurance, taxes, and Social Security. Gain the confidence to make informed decisions and secure a worry-free retirement. If you wish to purchase the Kindle edition of The Playbook, you’ll find it’s under $4 at Amazon.

Session 1: May 21st – Taking Charge: Understanding Your Goals & Objectives (1 Hour)
Session 2: May 28th – Build a Strong Foundation: Financial Statements Explained (1 Hour)
Session 3: June 4th – Protect Your Legacy: Essential Estate and Legal Documents (1 Hour)
Session 4: June 11th – Safeguarding Your Assets & Streamlining Taxes: Insurance, Social Security & Tax Strategies (1 Hour)