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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 Crowne Plaza Hotel 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, November 14th, 2024 from 11:30 a.m. to 12:30 p.m. 

Sign up today– we hope to see you there!

Sign up today!

Please join us for a complimentary, educational workshop at Midlands Technical College-Northeast! During our event, you’ll have the opportunity to hear from experts in the field and gain valuable insights on how to lower and even eliminate taxes in retirement. Don’t miss out on this chance to learn and connect with others who are also planning for their retirement. RSVP now to secure your spot!

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 Wednesday, November 6th, 2024 at 11:30 a.m.

Sign up today!

Please join us for a complimentary dinner event at Ruth’s Chris Steakhouse in Columbia! During our event, you’ll have the opportunity to hear from experts in the field and gain valuable insights on how to lower and even eliminate taxes in retirement. Don’t miss out on this chance to learn and connect with others who are also planning for their retirement. RSVP now to secure your spot!

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?

Due to the specific strategies shared, this event is only for those with $200,000+ of investable assets and no more than 8 years away from retirement. We still wish to educate those outside of these parameters and would be more than happy to sign you up for another event or a time to talk one-on-one with an advisor. 

This complimentary dinner presentation will be on Tuesday, November 12th, 2024 at 6:30 p.m.

Register today to express interest and one of our team members will be in contact with you soon.

Give us a call if you are interested in this event or others in the area!

Call Now

Please join us for a complimentary dinner event at Ruth’s Chris Steakhouse in Columbia! During our event, you’ll have the opportunity to hear from experts in the field and gain valuable insights on how to lower and even eliminate taxes in retirement. Don’t miss out on this chance to learn and connect with others who are also planning for their retirement. RSVP now to secure your spot!

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?

Due to the specific strategies shared, this event is only for those with $200,000+ of investable assets and no more than 8 years away from retirement. We still wish to educate those outside of these parameters and would be more than happy to sign you up for another event or a time to talk one-on-one with an advisor. 

This complimentary dinner presentation will be on Thursday, November 7th, 2024 at 6:30 p.m.

Register today to express interest and one of our team members will be in contact with you soon.

Give us a call if you are interested in this event or others in the area!

Call Now

Please join us for a complimentary dinner event at Ruth’s Chris Steakhouse in Greenville! During our event, you’ll have the opportunity to hear from experts in the field and gain valuable insights on how to lower and even eliminate taxes in retirement. Don’t miss out on this chance to learn and connect with others who are also planning for their retirement. RSVP now to secure your spot!

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?

Due to the specific strategies shared, this event is only for those with $200,000+ of investable assets and no more than 8 years away from retirement. We still wish to educate those outside of these parameters and would be more than happy to sign you up for another event or a time to talk one-on-one with an advisor. 

This complimentary dinner presentation will be on Wednesday, October 16th, 2024 at 6:30 p.m.

Register today to express interest and one of our team members will be in contact with you soon.

Give us a call if you are interested in this event or others in the area!

Call Now

Please join us for a complimentary dinner event at Ruth’s Chris Steakhouse in Greenville! During our event, you’ll have the opportunity to hear from experts in the field and gain valuable insights on how to lower and even eliminate taxes in retirement. Don’t miss out on this chance to learn and connect with others who are also planning for their retirement. RSVP now to secure your spot!

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?

Due to the specific strategies shared, this event is only for those with $200,000+ of investable assets and no more than 8 years away from retirement. We still wish to educate those outside of these parameters and would be more than happy to sign you up for another event or a time to talk one-on-one with an advisor. 

This complimentary dinner presentation will be on Tuesday, October 15th, 2024 at 6:30 p.m.

Register today to express interest and one of our team members will be in contact with you soon.

Give us a call if you are interested in this event or others in the area!

Call Now

Please join us for a complimentary, educational workshop at the Five Forks Library! During our event, you’ll have the opportunity to hear from experts in the field and gain valuable insights on how to lower and even eliminate taxes in retirement. Don’t miss out on this chance to learn and connect with others who are also planning for their retirement. RSVP now to secure your spot!

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, December 3rd, 2024 at 11:30 A.M. 

Sign up today!

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 virtually 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 webinar will be held virtually on Thursday, October 10th, 2024.

Sign up today!

Sign up today!

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 Lexington County Public Library – Lexington 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, September 11th, 2024 from 11:30 a.m. to 12:30 p.m. 

Sign up today- we hope to see you there!

Sign up today!

Please join us for a complimentary, educational workshop at the Five Forks Library! During our event, you’ll have the opportunity to hear from experts in the field and gain valuable insights on how to lower and even eliminate taxes in retirement. Don’t miss out on this chance to learn and connect with others who are also planning for their retirement. RSVP now to secure your spot!

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 Wednesday, October 9th, 2024 at 1:30 p.m.   

Sign up today!