Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income

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 January 26th Virtual
Wednesday – 6:30-8 pm - 1 week $25

Held on March 1st  Virtual
Tuesday 6:30-8:00pm - 1 week $25

Held on March 16th  Virtual 
Wednesday 6:30-8:00pm  1 week $25