What You Don’t Know Could Cost You!
Social Security is a large chunk of most people’s retirement income. With poor planning, you could be costing yourself hundreds of thousands of dollars. As CPAs, we take a very unique view of your retirement income and Social Security. Social Security may not be as straightforward as you’d like. This workshop will cover several strategies you can employ to get the most out of your retirement assets.
At This Workshop You’ll Discover…
- When is the optimal time to start drawing Social Security Benefits.
- The truth about the current status of Social Security.
- How to retire with confidence without the fear of running out of money.
- Social Security strategies for married couples to maximize benefits.
- How to legally minimize the amount of taxes you owe and pay on your Social Security benefit
About Your Presenter…
Scott E Bretl, CPA
Scott is the President and Founder of FSR Certified Public Accountants, Ltd. After graduating from Illinois State University in 1974, he worked for several years before moving his CPA practice from Chicago to Elmhurst, his hometown, in 1987. He has been a CPA for over 30 years and a Financial Planner for over 20 years. Scott has held hundreds of educational seminars both locally and throughout the United States on topics such as College Planning, Social Security Planning, and Tax-Free Retirement Planning. He loves working with individuals to plan for their financial future. Likewise, he is just as driven when it comes to helping business owners maximize the value they get out of their businesses. Please feel free to reach out to Scott with any accounting, financial planning or insurance questions.
On a personal note, Scott lives in Elmhurst with his wife Kris. Together, they have three grown children: Josh, James and Jessica. When he’s not in the office, most likely he is still thinking about the office and his clients. He loves playing golf and reading. His greatest joy these days, however, is being “Grandpa” to his twin grandsons.
Elmhurst Park District – Abbey Senior Center
407 W. St. Charles Road
Elmhurst, IL 60126
Tuesday, July 12 or Wednesday, July 20