Social Security Information Programs for Pre-Retirees (55+)

The retirement playing field has changed and so should how you view your Social Security benefits.

Virtual Social Security Events

Navigating Your Social Security Retirement Benefits

Registration will be available soon.

The Benefits of Financial Education

Due to recent tax law changes, increased longevity, rising health care costs, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. At Retirement Solutions, LLC, we are committed to helping you make informed financial decisions by providing time-tested strategies in an easy to understand format. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, we can help you plan your future with confidence.  By utilizing our financial education programs, you can learn about the many ways to better prepare for retirement as well as the advantages and disadvantages of each. You will also discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Most importantly, our programs will show you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.

Who Should Participate?

Our financial education programs contain something for everyone. We address a number of financial issues that pertain to the self-employed as well as employees of corporations and government agencies. Each program is designed to teach you how to build wealth and align your money with your values in order to help better accomplish your goals. Whether you are starting out, nearing retirement or have just recently retired, the information that you learn from our programs will provide tremendous value and deliver a lifetime of rewards.

The Difference Between Education & Information

These days, just about anyone can get the latest financial news with a simple click of a button. However, for many people, it is extremely difficult to use this information to make informed financial decisions and plan for your retirement. Our team of experienced financial services professionals are committed to helping you save time by delivering comprehensive, objective knowledge that can easily be applied to your situation. When it comes to helping you better prepare for your financial future, it makes sense to learn from a reliable, trusted source. Let Retirement Solutions help you today!

Event Descriptions

Navigating Social Security (Our Flagship Program)

Since 2015, this program has been our most requested program of all time. As the Baby Boom Generation nears retirement, conventional wisdom surrounding Social Security that once served as a guide, may no longer be right for today’s retirees as corporate pensions have disappeared, out-of-pocket health care costs continue to soar and life expectancies are on the rise. As a result, the decision to collect Social Security benefits could potentially result in the loss of thousands of dollars in retirement income if not properly evaluated beforehand.

Retirement Basics

This program provides an overview of the retirement planning process. Participants will be introduced to the Retirement Road Map concept while exploring the many choices that will have to eventually make, including the potential outcomes they can reasonably anticipate.

Planning for Long Term Care

The focus of this program is to protect your life savings. The program will address such issues as the risk of needing care, cost of care, types of care as well as the differences between Medicaid and Medicare.

Financial Planning Basics

This program provides an overview of the financial planning process to include the following: Setting goals, budgeting, emergency fund, insurance using credit, investing, tax planning, saving for college, retirement planning and estate planning.

Retirement Income Planning

This program provides insight into planning for a financially successful retirement. Basic retirement considerations, concerns and challenges are explored in greater detail in order to help better prepare for one’s financial future.

Retirement Savings Challenges for Women

This program provides strategies to help women better save for their retirement. The program addresses many of the challenges that women often face and provides practical solutions that can prove beneficial if implemented.

Investment Basics

This program will cover the basic fundamentals of investing such as the power of compounding, tax deferral, dollar cost averaging, setting realistic goals, the relationship between risk and return, various types of financial instruments, asset allocation strategies and other related content.

Medicare Basics

This program will help you better understand Medicare. Common misconceptions surrounding Medicare and what it covers will also be addressed, including important filing deadlines. Medicare Advantage plans and supplemental coverage options will be discussed in great detail.

Estate Planning Basics

In this program, we’ll take a look at some general estate planning concepts and strategies. While there’s no such thing as a “one size fits all” estate plan, this overview may assist you in thinking about your own estate planning needs, and help you in determining whether you might benefit from working with a financial planning professional.

Contact Us

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Securities are offered through Hazard & Siegel Inc., 5793 Widewaters Parkway, Syracuse, New York 13214. Member FINRA/SIPC. Advisory Services are offered through Hazard & Siegel Advisory Services, LLC, an SEC Registered Investment Advisor. Check the background of Hazard & Siegel, Inc. and its representatives on FINRA's BrokerCheck