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Social Security

Recording Retirement Optimization

Learn about a key pillar in your retirement plan – Social Security. We discuss the basics including the status of this vital program. Plus, we will look at crucial points in deciding when to receive benefits for you and/or your spouse.

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Tackling Debt on Your Path to Retirement Saving Success

In this seminar, we dive into these crucial topics: • Types of Debt: Understand the nuances of different debts. • Smart Payment Strategies: Learn how to tackle debt effectively. • Cash Flow Mastery: Control your financial inflow and outflow. • Retirement Impact: Discover how debt decisions shape your retirement journey.

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