Social Security Seminar

Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income

Some of the topics we will discuss at this social security seminar include:

  • 5 factors to consider when deciding when to apply for benefits
  • Why you should always check your earnings record for accuracy
  • How to coordinate benefits with your spouse
  • How to minimize taxes on Social Security benefits
  • How to supplement Social Security with other sources of income

We will also answer some of the most commonly asked questions we hear, including:

  • Will Social Security be there for me?
  • How much can I expect to receive?
  • When should I apply for Social Security?
  • How can I maximize my benefits?
  • Will Social Security be enough to live on in retirement?

If you are asking these questions, or know someone who is, we hope you will join us for an enlightening discussion regarding social security benefits.  Dinner will be served.

Upcoming dates and locations:

In response to the COVID-19 shutdowns we have switched to a webinar format for our current educational events.

Come back for future dates in 2021!

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