Income Planning: Social Security and Tax Planning Under New Legislation 

Presented by  


Evan T Beach, CFP®, AWMA® Wealth Manager

Join us for this FREE Workshop on either:  

Thursday, April 26th at 11:00 AM OR Thursday, May 3rd at 6:00 PM  

Crowne Plaza Old Town Alexandria 901 North Fairfax Street Alexandria, VA 22314

May 1st, 2016 and January 1, 2018 are significant dates for anyone depending on retirement income. In this workshop, we will cover fundamentals that seek to maximize income under the new Social Security rules and the Tax Cuts and Jobs Act. 

  • The fundamentals of Social Security and how your benefit is determined  
  • How to use your spouses, ex-spouses, or deceased spouses work record to increase your benefit
  • New planning strategies for the Tax Cuts and Jobs Act  

We encourage you to invite friends, family or co-workers who are also interested in learning more about the new rules and how they will impact their retirement income. We look forward to seeing you soon!