Join us for our Upcoming Social Security Workshop!

Imagine being 72 years of age and regretting your decision as to when to begin collecting your Social Security Retirement benefit. You now realize your decision is costing you 1000’s of dollars… Making a beneficial decision on WHEN and HOW to claim your social security benefits is dependent on your understanding of how the rules apply and impact YOUR specific situation.


Workshop Topics Covered:

Advantages and disadvantages of applying early

Advantages and disadvantages of delaying your benefits

Strategies for coordinating benefits with your spouse

Rules for Divorced Spouse Benefits

Rules for Survivor Benefits

Taxes, Taxes & more Taxes

How to coordinate your Social Security options with your overall Retirement Income Plan

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