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Maximizing Social Security Benefits and Avoiding Mistakes

January 10, 2023 @ 11:00 am - 12:00 pm Eastern

Determining the best strategy for incorporating Social Security into your retirement plan can help maximize your benefits and offset a larger portion of your retirement expenses. Although you can never fully predict your future needs, proper planning can help ensure that you are financially prepared to meet your retirement objectives and goals.

Join Partners and Directors of Wealth Management and Financial Planning Services, Judy Barnhard, CPA, CFP®, CDFA®, and Alex Seleznev, MBA, CFP®, CFA, on Tuesday, January 10, 2023 from 11:00 am to 12:00 pm EST, as they discuss Social Security further.

Attendees are eligible to receive 1.0 hour of CPE for demonstrated participation in this session.

CBM, P.C. is a professional services firm delivering tax, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in Bethesda, MD and Washington, DC.   

Details

Date:
January 10, 2023
Time:
11:00 am - 12:00 pm