Estate Planning requires understanding. You deserve to make informed choices, but first, you need information.

This workshop will cover information like:

• What are the differences between wills and trusts?
• How could LTC affect my estate?
• How can I ensure that I retire successfully and efficiently transfer my assets to the next generation?

This complimentary workshop will be on Tuesday, June 21st, 2025 at 11:30 a.m. at Midlands Tech Beltline Campus – CBIT 203.

Sign up today– we hope to see you there!

How to Optimize Your Retirement Income & Social Security Benefits

According to Forbes magazine, most Americans approaching retirement fear running out of money. Do you have an income plan for retirement?

Join us at the Irmo Library for an educational workshop covering Social Security & Retirement Planning (including how to avoid the top 3 retirement planning mistakes that could save you time and money).

Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including Social Security) and how to position yourself for better returns on your investments with lower possible risks.

It is important to understand how to harvest your investments and collect retirement income in the most tax-efficient manner because you can potentially save thousands of dollars.

This workshop is for you if you would like more information on how to optimize your retirement income, including social security, while reducing taxes.

This complimentary workshop will be held on Tuesday, June 10th, from 11:30 a.m to 12:30 p.m.

Sign up today– we hope to see you there!

How to Optimize Your Retirement Income & Social Security Benefits

According to Forbes magazine, most Americans approaching retirement fear running out of money. Do you have an income plan for retirement?

Join us at Five Forks Library – Five Forks for an educational workshop covering Social Security & Retirement Planning (including how to avoid the top 3 retirement planning mistakes that could save you time and money).

Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including Social Security) and how to position yourself for better returns on your investments with lower possible risks.

It is important to understand how to harvest your investments and collect retirement income in the most tax-efficient manner because you can potentially save thousands of dollars.

This workshop is for you if you would like more information on how to optimize your retirement income, including social security, while reducing taxes.

This complimentary workshop will be held on Thursday, May 15th, from 10:30 a.m to 11:30 a.m.

Sign up today– we hope to see you there!

Estate Planning requires understanding. You deserve to make informed choices, but first, you need information.

This workshop will cover information like:

• What are the differences between wills and trusts?
• How could LTC affect my estate?
• How can I ensure that I retire successfully and efficiently transfer my assets to the next generation?

This complimentary workshop will be on Thursday, May 1st, 2025 at 11:30 a.m. at Five Forks Library!

Sign up today– we hope to see you there!

We will be discussing strategies to help protect your money & minimize your risks & taxes.

Important Topics we will discuss:
• Market Volatility – What investment strategies can you potentially use now to protect yourself and profit?
• How can your income be tax free?
• Learn how to pass your IRA and 401(k) to future generations and lower the tax burden.
• How you can legally eliminate taking Required Minimum Distributions (RMD) at age 73.
• Will you have enough retirement income? Learn strategies to help generate guaranteed income for life.
• How to help reduce investment risk in your portfolio.
• INFLATION: Will your investment yields be able to keep up with rising inflation?

This complimentary, educational workshop will be on Thursday, April 24th, 2025 at 11:30 a.m.

We will be discussing strategies to help protect your money & minimize your risks & taxes.

Important Topics we will discuss:
• Market Volatility – What investment strategies can you potentially use now to protect yourself and profit?
• How can your income be tax free?
• Learn how to pass your IRA and 401(k) to future generations and lower the tax burden.
• How you can legally eliminate taking Required Minimum Distributions (RMD) at age 73.
• Will you have enough retirement income? Learn strategies to help generate guaranteed income for life.
• How to help reduce investment risk in your portfolio.
• INFLATION: Will your investment yields be able to keep up with rising inflation?

This complimentary, educational workshop will be on Tuesday, April 29th, 2025 at 12:30 p.m.

UNDERSTANDING YOUR MEDICARE OPTIONS IS VITAL FOR YOUR HEALTH!

Medicare plans come in all shapes and sizes, just like us. But fully understanding the “Alphabet Soup” of Part A, Part B, Part C, and Part D can be daunting. Make sure you are basing your Medicare planning decisions on all the facts, not emotions, misconceptions, or opinions.

Capital City Financial Partners asks you to join us at the Irmo Library for an educational workshop covering Medicare options and how you get the most out of your benefits.

Missing pieces of Medicare information could cost you more money which might result in penalties. Relax, sit back, and enjoy the presentation – we’ve got you covered. Come learn about the different options available to see which plan makes the most “cents” for you and your budget.

This workshop will give you hands-on and up-to-date information to help you optimize your Medicare benefits, (including Medicare Supplements) so you get the best coverage for your needs. It could potentially save you thousands of dollars.

If you would like more information on how to optimize your Medicare benefits, this workshop is for you!

Attend This Workshop And Learn:

• How and when to sign up for Medicare
• What you need to know before enrolling in a Medicare plan
• What are Medicare Parts A, B, C, and D
• What is your need for supplemental insurance
• What you need to know during open enrollment
• How to find a plan that will work with your doctor

This complimentary workshop will be on Wednesday, April 16th, 2025 from 12:30 P.M to 1:30 P.M.

Sign up today- we hope to see you there!

How to Optimize Your Retirement Income & Social Security Benefits

According to Forbes magazine, most Americans approaching retirement fear running out of money. Do you have an income plan for retirement?

Join us at Midlands Tech – Beltline Campus for an educational workshop covering Social Security & Retirement Planning (including how to avoid the top 3 retirement planning mistakes that could save you time and money).

Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including Social Security) and how to position yourself for better returns on your investments with lower possible risks.

It is important to understand how to harvest your investments and collect retirement income in the most tax-efficient manner because you can potentially save thousands of dollars.

This workshop is for you if you would like more information on how to optimize your retirement income, including social security, while reducing taxes.

This complimentary workshop will be held on Tuesday, April 8th, from 12:30 p.m. to 1:30 p.m.

Sign up today– we hope to see you there!