You’re invited to a complimentary workshop:
How To Optimize Your Social Security Income and Reduce Your Taxes
Tuesday, January 21st @ 6:30pm
Thursday, January 23rd @ 11:30am
Thursday, January 23rd @ 6:30pm
Glen Ellyn Library
400 Duane St
Glen Ellyn, IL 60137
Hear Josh’s introduction to the event
Join us for an educational event where you’ll learn:
One of the most important decisions you need to make before you retire is when to claim Social Security benefits.
Save My Seat
According to Forbes magazine, most Americans approaching retirement fear running out of money. Do you have an income plan for retirement?
Join us at the Glen Ellyn Library for an educational event covering Social Security and Tax planning (including the new tax changes).
Get professional guidance on potentially maximizing your Social Security, reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments with lower possible risks.
It is important to know and understand how to harvest your investments and collect retirement income in the most tax efficient manner because you can potentially save thousands of dollars.
If you would like more information on how to optimize your retirement income, including social security, while reducing your taxes, this event is for you.
Meet your host
Josh Bretl, CPA
Retirement Specialist
FSR Wealth Strategies
Josh Bretl teamed up with his father in 2003 at FSR Certified Public Accountants, Ltd. to build secure financial futures for retirees and pre-retirees in the greater Chicago area. He is proud to work at a family-owned firm that specializes in tax-focused retirement strategies.
Josh is a graduate of York High School and the University of Illinois, where he met his wife, Melissa. They were married shortly after college and now have three children: twin boys, Alex and Zach, and a daughter, Maggie.
Josh currently serves on the board of directors for the Community Bank of Elmhurst. He is a lifelong Cubs fan and enjoys spending time with his family. Josh is sharing his love of baseball as he coaches his boys’ baseball team. Both he and Melissa love to travel and have an affinity for finding excellent restaurants.
Frequently Asked Questions
What’s the cost to attend?
$0! This event is complimentary.
What should I bring?
Just you and your spouse/partner, should you choose. We’ll provide the appropriate guides, a notepad and a pen.
How long is the event?
Josh’s presentation will last about 1 hour.
Will there be sales pressure?
No, not at all. We will ask you to make an appointment for a complimentary retirement assessment, but this is optional.