Tax Clarity Workshop

Tax Clarity Workshop

Osiwala Financial Group (map)

Regardless if you file taxes on your own or if you have them prepared by your CPA, it probably doesn’t come as a shock that many people find our tax system confusing. For those individuals who are getting close to retirement or are already retired, it can leave even the most seasoned tax filer perplexed. Our Tax Clarity workshop is designed to give you a better understanding of how taxes are different in retirement and how you could avoid some very common pitfalls. This workshop will cover:

✓ Ways to understand the tax rules we live under
✓ How to identify misconceptions about taxes in retirement
✓ Understanding the tools and strategies available to middle-income retirees
✓ How to avoid the political and stick to the actionable
✓ And more 

This event is limited to the first 20 RSVPs!

To RSVP, click below for the reservation form.

Claiming Your Social Security - WEBINAR

Claiming Your Social Security - WEBINAR

Osiwala Financial Group (map)

Social Security is a very complex system so regardless if you are planning for your retirement or are already retired, it’s natural to have questions. And you should be asking those questions.

If the SSA can’t provide advice, then where can you go to ask the simple questions and then receive simple answers? That’s where our Claiming Your Social Security webinar can help.

At our workshop, we will discuss your Social Security benefits, how they are calculated, spousal benefits (divorced, single, or married), and different claiming strategies.

Choosing when and how to take your Social Security can be a decision that’s hard to get right. It doesn’t matter if you have some money saved or if you have millions saved. Social Security is and will always be your money. You put money into the system with every paycheck and your employer made a dollar for dollar match. This is your money.

To RSVP, click below for the reservation form.

Claiming Your Social Security Workshop

Claiming Your Social Security Workshop

Osiwala Financial Group (map)

Social Security is a very complex system so regardless if you are planning for your retirement or are already retired, it’s natural to have questions. And you should be asking those questions.

If the SSA can’t provide advice, then where can you go to ask the simple questions and then receive simple answers? That’s where our Claiming Your Social Security webinar can help.

At our workshop, we will discuss your Social Security benefits, how they are calculated, spousal benefits (divorced, single, or married), and different claiming strategies.

Choosing when and how to take your Social Security can be a decision that’s hard to get right. It doesn’t matter if you have some money saved or if you have millions saved. Social Security is and will always be your money. You put money into the system with every paycheck and your employer made a dollar for dollar match. This is your money.

To RSVP, click below for the reservation form.

Claiming Your Social Security Workshop

Claiming Your Social Security Workshop

Osiwala Financial Group (map)

Social Security is a very complex system so regardless if you are planning for your retirement or are already retired, it’s natural to have questions. And you should be asking those questions.

If the SSA can’t provide advice, then where can you go to ask the simple questions and then receive simple answers? That’s where our Claiming Your Social Security webinar can help.

At our workshop, we will discuss your Social Security benefits, how they are calculated, spousal benefits (divorced, single, or married), and different claiming strategies.

Choosing when and how to take your Social Security can be a decision that’s hard to get right. It doesn’t matter if you have some money saved or if you have millions saved. Social Security is and will always be your money. You put money into the system with every paycheck and your employer made a dollar for dollar match. This is your money.

To RSVP, click below for the reservation form.

Navigating Rough Waters - WEBINAR

Navigating Rough Waters - WEBINAR

When it comes to retirement goals, many baby boomers dream of traveling the world, driving an extravagant car and a worry-free lifestyle. To achieve this, they think that working hard and simply saving their money can get them to their goals. But what many don’t understand is that even with working long hours and sacrificing a luxurious life now in the hopes of future one, they may not be able to achieve it without proper wealth management. But what is wealth management and why is it important? This workshop will help you learn what should be factored into your wealth management process including the following topics:

✓ Common Pitfalls of High Net-Worth Investors
✓ Investing for Growth and Inflation Defense
✓ Essential Principles of Investing
✓ Building a Portfolio
✓ And more

Retirement Plan Checklist Workshop

Retirement Plan Checklist Workshop

Osiwala Financial Group (map)

Retirement is not as simple as pulling the trigger and done! There are dozens of trap doors and potential surprises you may never anticipate. Simply overlooking one little thing, could have a major financial impact for both you and your family. Now is a great time to review your situation and help ensure that you are not missing out on ways of potentially increasing your overall probability of success by reviewing various aspects of your retirement plan.

This event is limited to the first 20 RSVPs!

To RSVP, click below for the reservation form.