Educational Workshop

Join us for a FREE Educational Workshop

Upcoming Events

Social Security Educational Training

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Join us live at:

The River Center

805 US-1, Jupiter, FL 33477

Past Events

Trust and Wills Workshop

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Join us live at:

The River Center

805 US-1, Jupiter, FL 33477

Social Security and Tax Planning Workshop

Educational Workshop Image

Join us live at:

The River Center

805 US-1, Jupiter, FL 33477

Click the button below to register

Tuesday March 26 at 6 PM-7 PM EDT

Educational Social Security and Tax Strategy Workshop

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Join us online for a Complimentary Webinar From an Associated Financial Educator

Educational Social Security and Tax Strategy Workshop

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Join us live at:

Palm Beach Gardens Library

11303 Campus Drive, Palm Beach Gardens, 33410

Social Security and Taxes in Retirement

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Join us live at:

The River Center

805 US-1, Jupiter, FL 33477

Social Security and Taxes in Retirement

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Join us live at:

Wellington Community Center
Room: Lakeview West

12150 Forest Hill Boulevard Wellington, FL 33414

In 2021 86% of Americans Volunteered to Permanently Forfeit Their Social Security Benefit. Potentially A $100,000 Mistake!

Learn Strategies That May Reduce Taxes in Retirement & Increase Your Lifetime Social Security Income!

New In 2023: Major Changes Impacting Your Social Security Benefits

You Paid For It, Collect The Most That You Are Entitled To Receive!

You will Learn:

✔ How Social Security Benefits are calculated

✔ Strategies that may greatly increase your Social Security Benefits

✔ When you should apply for Social Security

✔ Why married couples could miss out on substantial benefits

✔ How Social Security & Retirement Benefits are taxed

✔ Strategies that can reduce or eliminate the social security tax torpedo

✔ How to integrate taxes and social security into a plan

✔ When does a trust make sense and how to do it inexpensively

Register to attend and you may learn about:

  • 2 Strategies That May Increase Your Lifetime Benefits
  • Coordinating Benefits With Your Spouse…
  • Why Couples Miss Out On Substantial Income?
  • A Huge Mistake Often made – Wasting Survivor Benefits
  • Why Women Are Often Hurt The Most?
  • 2 Ways To Potentially Eliminate or Reduce Taxes
  • On Your Benefits, and Your Retirement Income
  • Social Security Benefit Custs Likely In As Few As 12 Years
  • How Cuts May Impact Your Optimal Social Security

Call to Register

(561) 448-4401

We’ll also address The Widow’s Penalty: Why surviving spouses often pay higher taxes and Medicare premiums, and what you could do about.

Return Address: 100 Front Street Suite 300 Jupiter, FL 33477

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Bryan Daly CFP®

Bryan is a dedicated investment advisor representative with Royal Fund Management, recognized as an independent, fee-based fiduciary and CERTIFIED FINANCIAL PLANNER™ professional. Holding a Life, Health, and Annuity license, he brings over two decades of experience serving retirees in South Florida.

Bryan specializes in comprehensive financial planning focusing on preserving principal and managing risk to help clients achieve financial security. He is an active member in good standing with the Financial Planning Association (FPA) and the Association of Financial Educators (AFE), reflecting his commitment to professional excellence and financial education.

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Ellen Daly

Ellen handles the all the administration of New Life Financial Planning.

She interacts with clients and assists in the implementation of firm operations.

Ellen excels at making the office run smoothly by frequently interacting with clients and answering general office phone calls and emails so that our financial planners can focus on helping our clients.

Bryan is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser

The AFE is a nationwide 501(c)(3) nonprofit educational bureau comprised of financial professionals in dozens of fields including investing, estate planning, accounting, tax, real estate, law, and more.

Our members have a passion for education and share a common goal of empowering individuals and communities with the knowledge they need to take control of their own financial well-being.

Established in 2007 with the mission of promoting widespread and comprehensive financial literacy, AFE is the market leader in providing free educational workshops to companies of all sizes and in all market sectors throughout North America.