Society of Financial Awareness - Social Security, Retirement Income, & Tax Planning Basics

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Program Type:

Educational, Workshop

Age Group:

Adults
  • Registration is required for this event.
  • Registration will open on May 28, 2026 @ 9:00am.

Program Description

Event Details

Join Ray Kozicki from the Society of Financial Awareness for a presentation on Social Security, Retirement Income, & Tax Planning Basics. 

You will learn about: 

  • Understanding how new Social Security rules effective January 2025 could impact your
    benefits
  •  Discover how Required Minimum Distributions (RMD's) affect your retirement income
    and taxes
  • Learn how Roth conversions and smart tax planning can help maximize your income each
    year
  •  Explore how different retirement accounts and investments can reduce your overall tax
    burden
  •  See why creating a structured income plan is essential for long-term retirement success

 

Disclaimer(s)

Program Attendance Policy

Please arrive on time for the program. Space is limited so registration is suggested for all programs, regular or limited, unless otherwise noted. Go to our website, call the library at 708-479-9663 or visit the Customer Service Desk to register. If you are registered for a program that you cannot attend, please call at least 24 hours in advance to cancel. You may cancel through your confirmation email, email the     library at programs@mokenalibrary.org or call 708-479-9663. Given the popularity of our limited programs, patrons, who do not cancel their registration 24 hours prior to the event will be considered “No Shows”. If a patron is considered a “No Show” for three limited programs then he, she, or they may be unable to register for future events and will instead be placed on the waitlist.

A limited program is a program that has limited space or limited supplies available.