Optimizing Your Social Security Benefits (9.9.19)

September 9, 6:00-8:30 pm │ Clifty Falls Restaurant
Dinner Provided

●   Learn strategies to help maximize your Social Security benefits

●   The current state of the Social Security system: What it means for you

●   How continuing to work- or returning to work- will impact your Social Security benefits

●   How getting more from Social Security may reduce your taxes

●   Will you be forced to withdraw from your Social Security earlier than you anticipated?

●   Action plans on how to prepare if you are 5 years or less from retirement

●   Learn how to properly coordinate Social Security benefits with your spouse and other sources of retirement income

Optimizing Your Social Security Benefits (9.16.19)

September 16, 6:00-7:00 pm │ Drury Inn & Suites
Refreshments Provided

● Learn strategies to help maximize your Social Security benefits

● The current state of the Social Security system: What it means for you

● How continuing to work- or returning to work- will impact your Social Security benefits

● How getting more from Social Security may reduce your taxes

● Will you be forced to withdraw from your Social Security earlier than you anticipated?

● Action plans on how to prepare if you are 5 years or less from retirement

● Learn how to properly coordinate Social Security benefits with your spouse and other sources of retirement income

Optimizing Your Social Security Benefits (9.17.19)

September 17, 6:00-7:00 pm │ Drury Inn & Suites
Refreshments Provided

● Learn strategies to help maximize your Social Security benefits

● The current state of the Social Security system: What it means for you

● How continuing to work- or returning to work- will impact your Social Security benefits

● How getting more from Social Security may reduce your taxes

● Will you be forced to withdraw from your Social Security earlier than you anticipated?

● Action plans on how to prepare if you are 5 years or less from retirement

● Learn how to properly coordinate Social Security benefits with your spouse and other sources of retirement income

Optimizing Your Social Security Benefits (9.21.19)

September 21, 10:30-11:30 am │ Drury Inn & Suites
Refreshments Provided

● Learn strategies to help maximize your Social Security benefits

● The current state of the Social Security system: What it means for you

● How continuing to work- or returning to work- will impact your Social Security benefits

● How getting more from Social Security may reduce your taxes

● Will you be forced to withdraw from your Social Security earlier than you anticipated?

● Action plans on how to prepare if you are 5 years or less from retirement

● Learn how to properly coordinate Social Security benefits with your spouse and other sources of retirement income