The Wealth Optimization Workshop is designed for S-Corp business owners, self-employed professionals, and anyone planning for retirement in the next 5-15 years. This informative session will cover critical topics such as how Social Security benefits are calculated and the impact of your S-Corp salary on future retirement benefits. Attendees will learn about common mistakes in compensation planning and discover strategies to reduce unnecessary taxes while balancing tax efficiency with Social Security optimization. The workshop will also introduce the SETARA Analysis, a tool to identify specific opportunities tailored to individual situations. Join to gain valuable insights that can shape your financial future.

Registration: Required
Cost: Free
Format: In person