Savvy Social Security Planning: Get what you deserve

Senior Wealth Manager Matt Carron of Heritage Financial Services will give an overview of the most often asked questions about Social Security topics, including: The importance of Social Security in a retirement income plan, Social Security financing.  What’s in a trust fund, how long is it expected to last? Understanding the rules for spousal benefits, divorced-spouse benefits, and survivor benefits. How to maximize Social Security by coordinating spousal and survivor benefits with a client’s own retirement benefits. Social Security scenario planning for couples: When should each spouse claim benefits? Strategies for widows and widowers, Social Security and taxes.

Held on Wednesday, February 28th, 2024 @ Gus Canty Recreation Center

6:00pm - 8:00pm