Workshops
Retirement and Social Security Workshops in South Jersey
Our educational workshops help pre-retirees and retirees think through the decisions that shape retirement income: when to claim Social Security, how to turn savings into income, and how the pieces fit into one plan. Workshops are led by Paul Levin, CFP®, ChFC®, RICP®*, TPCP®, and held at the Community House of Moorestown.
What Our Workshops Cover
Topics change through the year. Recent and recurring workshops include:
Retirement Income
How to turn savings into a coordinated income plan: which accounts to draw from and when, and how to plan for market swings, inflation and a long retirement.
Questions may include:
- Which accounts can I draw from, and when?
- How can an income plan account for market swings, inflation, and a long retirement?
Tax Planning*
How taxes interact with retirement income, from account withdrawals and required minimum distributions to the taxation of Social Security benefits.
Questions may include:
- How do withdrawals and required minimum distributions affect taxable income?
- How are Social Security benefits taxed?
*Specific individualized tax advice not provided. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Medicare
Enrollment timing, coverage choices, and how your income can affect what you pay for Medicare.
Questions may include:
- When can I enroll in Medicare?
- What coverage choices will I need to consider?
- How can my income affect what I pay for Medicare?
What to Expect
1
Practical retirement education
Explore Social Security, retirement income, tax planning and Medicare, and how these topics connect to the decisions you face before and during retirement.
2
Join us in Moorestown
Workshops are held at the Community House of Moorestown, 16 East Main Street. Paul walks through each topic in plain English.
3
Educational, not individualized
Workshops cover general information, not individualized advice. If you’d like to talk through your own situation afterward, you can schedule a Complimentary Consultation.
Led by Paul Levin, CFP®
Paul Levin, CFP®, ChFC®, RICP®*, TPCP®, has spent over three decades guiding families, business owners and individuals, and more than 15 years focused exclusively on retirement income planning. He leads the firm’s community workshops and writes The Retirement Report each week.
*RICP® conferred by The American College.
Where Workshops Are Held
Community House of Moorestown
16 East Main Street
Moorestown, NJ 08057
Get directions (opens in a new tab)
Our office, for consultations
112 Haddontowne Ct #102
Cherry Hill, NJ 08034
Workshop Questions
Who are the workshops for?
Pre-retirees and retirees, especially those approaching retirement or still deciding when to claim Social Security benefits.
How do I reserve a seat?
When a workshop date is announced, call Colette Kopp at (856) 354-3200 x205 or email colette@retirementrefined.com to reserve a seat.
Will I get advice about my own situation?
Workshops are educational and cover general information. To talk about your own plan, please schedule a Complimentary Consultation with our team.
How will I hear about future workshops?
For workshop announcements, subscribe to The Retirement Report, Paul’s weekly email.
Where is your office?
Our office is at 112 Haddontowne Court, Suite 102, Cherry Hill, NJ 08034. Workshops are held in Moorestown, and consultations take place at our office or by video.
Prefer to Talk One-on-One?
If you’d like to discuss your own retirement income plan, we’re glad to meet in our Cherry Hill office or by video.
Social Security
Social Security rules, claiming considerations, and how the timing of your benefits fits into your broader retirement income plan.
Questions may include:
Retirement Income Planning →