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Social Security Planning

What Baby Boomers Need to Know About Their Retirement Income

Attention: This is an educational event. There will be no sales pitch or products offered.

Social Security Planning:<br/>June 22nd and June 27th

Social Security Planning:
June 22nd and June 27th

Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on your retirement income. Questions boomers are asking include:

  • 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?

Join us for this online educational event where we will cover:

  • How much Social Security you stand to receive over your lifetime
  • Strategies to coordinate your Social Security with other retirement income
  • The impact of taxes and Medicare on your Social Security
  • Changes to Social Security filing strategies
  • Claiming strategies for married couples and for Individuals
  • Will Social Security be there when you need it
  • How remarriage will impact those who are divorced or widowed
  • Why the impact of COLA should be considered in your claiming decision
  • Ways to increase your lifetime Social Security benefit
Presenter:<br/>Christopher Woods, CFP&#174;<br/>

Christopher Woods, CFP®

Chris is a CERTIFIED FINANCIAL PLANNER™ professional. He loves digging into the crucial aspects of financial planning including Social Security, Retirement Income Planning, Estate Planning, Taxes and Insurance. He enjoys teaching and helping families achieve their goals.