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

Thu, Jan 15

|

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 15, 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 focused on retirement income planning. This session will cover essential topics to help you secure a financially stable retirement. This seminar is 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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1225 E River Dr, Ste 301

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.
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