Broker Check
22 March
Savvy Social Security Planning: What Baby Boomers Need To Know About Their Retirement Income

Description

Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

This informative seminar covers the basics of Social Security and reveals innovative strategies for maximizing your benefits.

 

Learn the answers to your questions:

·   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?

At this workshop you will learn:

  • 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 coordinate Social Security with
    your other sources of retirement income

Seating is limited. Reserve a spot today for you and your spouse.

*Please indicate number of attendees when registering

Date and Time

Sat, Mar 22, 2025

8:30a - 10:00a CST

Location

The Corners of Brookfield Community Corner

270 N Lord Street
Brookfield , WI 53045
View on Map
PT1H30M

Event Registration

Will you be able to attend this event?