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Schools

Social Security Planning Workshop

     - OPEN TO ALL - NO REGISTRATION NEEDED -

What Baby Boomers Need to Know to Maximize Retirement Income.

To help baby boomers better understand the Social Security system, this workshop will cover

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  • 5 factors to consider when deciding when to apply for benefits
  • When it makes sense to delay benefits -- and when it does not
  • Why you should always check your earnings record for accuracy
  • How to estimate your benefits
  • 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
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