Broker Check

Maximizing Social Security

In Person Workshop  - Oct 25

In Person Workshop  - Oct 25

 Know what you Can do so you know what you Should do!

 The educational workshop will provide you with much-needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes and maximize your personal benefits. Whether you’re single, married, divorced or widowed, there may be ways to maximize the lifetime Social Security benefits you receive important issues to understand: 

  1. Complexities of the Social Security system 
  2. Role Social Security plays in your overall retirement income 
  3. Monetary consequences and benefits of claiming early versus delaying
  4. Key spousal decisions and benefits surrounding marriage, divorce and death.
  5. How Social Security is structured to help combat inflation but can potentially add to your tax liabilities in retirement. Brought to you by: