Broker Check
13 May
Savvy Social Security Planning: What Baby Boomers Need To Know To Maximize Retirement Income

Description

Learn the answers to your questions:

  • 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?

Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

This informative seminar covers the basics of Social Security and reveals innovative strategies for maximizing your benefits.

At this workshop you will learn:

  • 5 factors to consider when deciding when 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.
  • How to estimate your benefits.
  • 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.

Presented by: Kathleen Sulick, CPA, PFS

Date and Time

Tue, May 13, 2025

5:00p - 7:00p EST

Location

HeimLantz CPAs & Advisors

180 Admiral Cochrane Drive
Suite 520
Annapolis , MD 21114

Note

Please RSVP by Monday, May 5th

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Event Registration

Will you be able to attend this event?