Broker Check
28 July
Social Security Planning - What Baby Boomers Need to Know About Their Retirement Income


Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on your retirement income. This informative seminar covers what you need to know about Social Security and reveals strategies for maximizing your benefits.  At this one-hour seminar you will learn:
  • Why you should check your earnings record for accuracy
  • How to estimate your benefits
  • Five factors to consider when deciding when to apply for benefits
  • When it makes sense to delay benefits -- and when it does not
  • 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

Date and Time

Thu, Jul 28, 2022

3:00p - 4:00p PST




Event Registration