Course Description:

How do you plan for something that may not may not be there in the future? This is the challenge with Social Security – most people will receive Social Security in their lifetime. What can you do now to ensure that plan ahead from a tax standpoint and how do you maximize your Social Security Benefit?

Join us with “The Prosperity Guy” CPA Dave Hall as we discuss the future of the program and the best tax strategies you implement and what to expect as you approach Social Security Age.

Over the last 25 years, Dave has helped thousands of Americans limit their exposure to federal, state, and local taxes. He has done this by using little-known tax strategies that many overlook.

 Learning Objectives:

• Identify what you can do to maximize social security benefits for you, your spouse, and your children
• Recall what role taxes play in your social security benefits and your overall retirement plan
• Recognize and understand the stability of the program and what your benefits might look like when you retire
• Recall how work and pensions affect the social security benefits received by you and your family

Speaker Bio

Dave Hall graduated from Southern Utah University in 1994 with his Master’s in Accounting.  Over the last 25 years, Dave has helped thousands of Americans limit their exposure to federal, state and local taxes.  He has done this by using little known tax and investment strategies many other advisors overlook.

As the founder of The Prosperity Guy, Dave now spends his time educating thousands of professional advisors on how they can get themselves, and their clients, to the zero percent tax bracket and transform their retirement.