Retirement University
Thursday, August 20
6:30pm - 8:00pm
Bettendorf Public Library
Bettendorf and Gilbert RoomsRetirement University, brought to you by the Society of Financial Awareness (SOFA), covers topics such as Social Security, retirement income, and tax planning basics.
In this FREE seminar, we’ll explore Social Security, retirement income, and tax planning basics to help you discover the peace of mind that comes with feeling secure in your retirement plan. This seminar is brought to you in partnership with The Society of Financial Awareness (SOFA). Join us at Retirement University! To register or for questions, contact Julie Duran of SOFA at (708) 221-7012 or jduran@sofausa.org. Registration is required. Topics to be covered include:
- Understanding how new Social Security rules effective January 2025 could impact your benefit
- Discover how Required Minimum Distributions (RMD's) affect your retirement income and taxes
- Learn how Roth conversions and smart tax planning can help maximize your income each year
- Explore how different retirement accounts and investments can reduce your overall tax burden
- See why creating a structured income plan is essential for long-term retirement success
Bettendorf Public Library
The Bettendorf Public Library has served the community of Bettendorf since July 12, 1955. We offer Library events for all ages, and our meeting rooms are available for public use. See more information about our meeting room policy at http://www.bettendorflibrary.com/services/meeting-rooms.