Social Security Workshop Hosted in San Francisco, CA

The 2017 Tax Reform Bill is the largest tax reform in the past 30 years. Pair those changes with all the changes to Social Security and there's a lot that can affect anyone getting ready to retire or are retired. We are offering this free class to educate the public on how this bill will affect your taxes, your retirement and your Social Security.

In this workshop you will learn how you will be affected. Here are some of the topics that we'll be covering:

• Tax Bracket Tax changes

• How Inflation will be calculated and how this affects Social Security payments

• The 2018 changes to Social Security

• Standard deduction changes and how they affect people in Retirement

• Trusts and Estate Tax changes

• State and Local tax caps and how to avoid these traps

• Medical Expenses and how the new deduction works

As a bonus, we'll also be covering these important topics.

• Required Minimum Distribution Taxes and Fees

• How assets will affect your new tax rates

• How to protect your retirement savings accounts

• Wills, Trusts and Long Term Care

This class is strictly educational. No Products or Services will be sold here.