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Make Your Money Last: Social Security Timing + Tax-Wise Income Planning

Thu, Jan 08

|

Muscatine

Free Educational Seminar on Retirement Income Planning sponsored by the Society for Financial Awareness

Make Your Money Last: Social Security Timing + Tax-Wise Income Planning
Make Your Money Last: Social Security Timing + Tax-Wise Income Planning

Time & Location

Jan 08, 2026, 6:00 PM – 7:30 PM

Muscatine, 408 E 2nd St, Muscatine, IA 52761, USA

About the event

Join us for an informative seminar with volunteer guest speaker Jaime Ragins, MRFC. This session will cover essential topics to help you secure a financially stable retirement. SOFA seminars are always free and purely educational, there will be no solicitation or product sales pitches!


Topics Covered

  • Social Security Optimization: Learn how to maximize your Social Security benefits and understand the best strategies for claiming.

  • Tax Strategies: Discover effective tax planning techniques to minimize your tax burden during retirement.

  • Reliable Income Streams: Explore various options for generating a dependable income throughout your retirement years.

Who Should Attend?


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Davenport, IA 52803

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Jaime Ragins offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. First Serve Financial LLC is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Jaime Ragins, independent agent.
First Serve Financial LLC, Jaime Ragins, and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Jaime Ragins, and our editorial staff.
The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State(s) Jaime Ragins, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

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