Broker Check
18 April
Social Security Benefits & Minimize Your Taxes

Description

Find out how claiming your social security benefits at the right time could mean an extra $100,000 over your lifetime! 

New laws and proposed changes to Social Security for 2023 and beyond have the potential to impact your benefits and quality of life during retirement. By keeping yourself informed, you can help ensure you make the best decisions for your financial future.  Unfortunately, many retirees and those nearing retirement don’t fully understand how their benefits work and can end up missing out. That’s why local retirement specialist, Jason Carrier is hosting an educational event to explain the basics of Social Security and to reveal strategies that can help to maximize the benefits available to you.

Jason Carrier, RICP®, AAMS®
Investment Advisor Representative

Jason Carrier is a native to New England and has been in the financial services industry for 20 years.

He specializes in retirement planning with a focus on dividend and interest paying financial instruments, striving to help retirees pursue financial goals with as much certainty, and as little risk, as possible. Jason is currently managing a little over $100 million in assets.

In addition, Jason Carrier is an established speaker in the Connecticut Shoreline area and shares his insights on nationally syndicated radio programs as well as The Income Generation television show, a weekly financial program on YouTube. Jason also educates the community using workshop presentations on topics like Investing for Income, Social Security, Required Minimum Distributions, Estate Planning and income tax savings strategies.

In his free time, Jason enjoys reading, training dogs, Brazilian Jiu-Jitsu, and spending time with his loving family; his wife Cathi, three daughters and son. Jason is a graduate from the University of Connecticut and was a proud member of the Husky football team, playing safety.

Date and Time

Thu, Apr 18, 2024

6:00p - 7:00p EST

Location

Groton Senior Center (Thrive55+ Active Living Center) - Groton, CT

102 Newtown Road
Groton, CT 06340
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PT1H

Event Registration


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