Annuities-

Alpharetta Library 10 Park Plaza, Alpharetta, GA, United States

Financial Workshop Lunch & Learn Series Alpharetta Library 10 Park Plaza, Alpharetta 30009 12:00-1:30 pm Thursday March 31 Annuities What is an annuity? We talk about how annuities have evolved, provide plain speak definitions of the most commonly used terms and riders along with some of the different costs. Learn if having a annuity as […]

Retirement, Why it’s Different for Women

Alpharetta Library 10 Park Plaza, Alpharetta, GA, United States

Financial Workshop Lunch & Learn Series Alpharetta Library 10 Park Plaza, Alpharetta 30009 12:00-1:30 pm Tuesday February 18 Retirement, Why it’s Different for Women Retirement planning can be complex. We address the concerns people face such rising medical costs, outliving their money, the challenges women typically face such as living longer than men, time out […]

No Cost Social Security Workshop

Alpharetta Library 10 Park Plaza, Alpharetta, GA, United States

The Social Security Puzzle What You Need to Know about Choosing Your Social Security Benefits • When should I start taking my social security? • Do I get more money if I take it at 62, 65, 67 or 70? • Am I entitled to my ex spouse’s social security? • What are the tax […]

Free

No Cost Workshop on Ageing

Alpharetta Library 10 Park Plaza, Alpharetta, GA, United States

Are you grappling with the challenges of caring for a loved one who is aging and in decline or have concerns about your own aging plan? Are you trying to navigate the legal, physical and mental healthcare, and financial aspects of helping a loved one? Are you arguing with family members about the best course […]

No Cost Social Security Workshop

Alpharetta Library 10 Park Plaza, Alpharetta, GA, United States

• When should I start taking my social security? • Do I get more money if I take it at 62, 65, 67 or 70? • Am I entitled to my ex spouse’s social security? • What are the tax consequences if I work and take social security? Social Security can impact 1/3 of your […]

Free