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

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

Regular price $ 25.00 $ 0.00

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

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