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Bailey Wealth Advisors - Silver Springs, MD

8403 Colesville Rd. Suite 845, Silver Springs, MD 20910

 

Webinars

<b><i>Social Security: Understanding &#38; Planning</i></b><b><i><br data-mce-bogus="1"></i></b><b><i>MONDAY, AUGUST 23, 2021 | 12PM</i></b>

Social Security: Understanding & Planning
MONDAY, AUGUST 23, 2021 | 12PM

Everyone needs a personalized social security claiming analysis to understand when to apply and how their monthly benefit will fit into their retirement income plan.

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<b><i>Social Security: Understanding &#38; Planning</i></b><b><i><br data-mce-bogus="1"></i></b><b><i>WEDNESDAY, AUGUST 25, 2021 | 6PM</i></b>

Social Security: Understanding & Planning
WEDNESDAY, AUGUST 25, 2021 | 6PM

Everyone needs a personalized social security claiming analysis to understand when to apply and how their monthly benefit will fit into their retirement income plan.

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<b><i>Savvy Social Security Planning</i></b>&#160; &#160;&#160; <b><i><br data-mce-bogus="1"></i></b><b><i>MONDAY MAY 24, 2021 | 6PM&#160;</i></b><b><i><br data-mce-bogus="1"></i></b><b><i>WEDNESDAY, MAY 26, 2021 | 12PM&#160;</i></b><b><i><br data-mce-bogus="1"></i></b><b><i>SATURDAY, MAY 22, 2021 | 10AM</i></b>

Savvy Social Security Planning    
MONDAY MAY 24, 2021 | 6PM 
WEDNESDAY, MAY 26, 2021 | 12PM 
SATURDAY, MAY 22, 2021 | 10AM

TOPICS COVERED:

  • Factors to Consider When Deciding When To Apply For Benefits
  • Reasons You Should ALWAYS Check Your Earnings Record for Accuracy
  • How to Coordinate Benefits with Your Spouse
  • How to Minimize Taxes on Social Security Benefits
  • How to Coordinate Social Security with Your Other Sources of Retirement Income
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<b><i>MBDA CAP PRESENTS:</i></b> <b><i></i></b> <b><i>Will New Tax Laws Benefit or Hurt Me and/or My Business?</i></b>&#160;<b><i><br data-mce-bogus="1"></i></b><b><i>THURSDAY, APRIL 22, 2021 | I 1PM</i></b>

MBDA CAP PRESENTS: Will New Tax Laws Benefit or Hurt Me and/or My Business? 
THURSDAY, APRIL 22, 2021 | I 1PM

TOPICS COVERED:

  • New Tax Law, Benefits I Can Receive
  • Tax Details and Tax Insights
  • Questions to Ask Yourself
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<b><i>Savvy Tax Reduction Strategies</i></b>&#160; <b><i><br data-mce-bogus="1"></i></b><b><i>TUESDAY, MARCH 23, 2021 | 12PM</i></b> <b><i><br data-mce-bogus="1"></i></b><b><i>THURSDAY, MARCH 25, 2021 | 6:30PM</i></b><br data-mce-bogus="1"> <b><i>SATURDAY, MARCH 27, 2021 | 10AM</i></b>

Savvy Tax Reduction Strategies 
TUESDAY, MARCH 23, 2021 | 12PM
THURSDAY, MARCH 25, 2021 | 6:30PM
SATURDAY, MARCH 27, 2021 | 10AM

TOPICS COVERED:

The impact Social Security and Medicare have on taxes
The multiple tax planning stages in Retirement
A plan to avoid overpayment of taxes

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<b><i>The Value of Income Planning: A Process for Retirement Preparedness</i></b>&#160; <b><i><br data-mce-bogus="1"></i></b><b><i>TUESDAY, FEBRUARY 23 | 12:30PM</i></b> <b><i><br data-mce-bogus="1"></i></b><b><i>THURSDAY, FEBRUARY 25 | 12:30PM</i></b>

The Value of Income Planning: A Process for Retirement Preparedness 
TUESDAY, FEBRUARY 23 | 12:30PM
THURSDAY, FEBRUARY 25 | 12:30PM

TOPICS COVERED:

Analyze your retirement situation
Understand potential retirement income risks
Evaluate your retirement income needs

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<b><i>Literacy to Legacy Webinar Series: </i></b> <b><i>2021 Market Outlook | Ways to Grow + Protect Your Wealth</i></b> <b><i><br data-mce-bogus="1"></i></b><b><i>TUESDAY, JANUARY 26 | 6PM</i></b> <b><i><br data-mce-bogus="1"></i></b><b><i>THURSDAY, JANUARY 28 | 12:30PM</i></b> <b><i><br data-mce-bogus="1"></i></b><b><i>SATURDAY, JANUARY 30 | 10AM</i></b>

Literacy to Legacy Webinar Series: 2021 Market Outlook | Ways to Grow + Protect Your Wealth
TUESDAY, JANUARY 26 | 6PM
THURSDAY, JANUARY 28 | 12:30PM
SATURDAY, JANUARY 30 | 10AM

TOPICS COVERED:

Medicare Part A, B, D
Medicare Advantage
Medicare Supplemental
Long Term Care

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