Maximizing Your Social Security Benefits & Retirement Income

New Albany Library

New Albany Library

200 Market St, New Albany, OH 43054




Upcoming Workshops





Coordinating Social Security and Retirement Income in a Tax Efficient Manner


Why isn't anyone talking about how to convert my retirement accounts into retirement income?


Join us for this complimentary educational workshop at New Albany Library!

  • Draw retirement income in a tax advantaged way.
  • Collect Social Security while still working.
  • Create a strategy to protect your income and investments.
  • Postpone Social Security income.
  • Ensure you don't outlive your money.
  • Minimize the downside of market exposure.

Spouses are urged to attend.

Seating is limited. Register now!


Adults only please. Not affiliated with the Social Security Administration or any government agency.

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Y.R.T. is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these events. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one on one with our specialists.





Register Now


Bookings are closed for this event.