Savvy Social Security Planning Workshop

SAVVY SOCIAL SECURITY PLANNING:

What Baby Boomers Need to Know to
Maximize Retirement Income

Presented by Steve Hennessy, MBA, LUTCF

How can you get the most from Social Security?

At this informative workshop you will learn the most important rules and strategies for collecting your retirement benefits.

Baby boomers are asking..

-         Will Social Security be there for me?
-         How much can I expect to receive?
-         How can I maximize my benefits?

Learn the rules for…

-         How your benefit will be affected by the age at which you apply
-         How cost-of-living adjustments, or COLAs, affect benefits
-         How spousal benefits work
-         How survivor benefits work
-         How divorced-spouse benefits work
-         How working affects benefits
-         How benefits affect taxes
-         What to do if you have other income pensions or IRAs 

At this workshop, you will learn..

- 5 factors to consider when deciding 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
- Innovative strategies for coordinating benefits with your spouse
- How to minimize taxes on Social Security benefits

The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime.

Don’t miss this valuable workshop designed especially for baby boomers.