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 September 28th, 2022 Virtual
Tuesday – 6:00-8:00 pm - 1 week $20

Held on October 26th, 2022 @ Lawwrence School
Wednesday -  6:00-8:00pm - 1 week $20

Held on November 16th, 2022 Virtual
Wednesday -  6:00-8:00pm - 1 week $20

Held on December 7th, 2022 @ Lawrence School
Wednesday -  6:00-8:00pm - 1 week $20