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Top 7 Ways to Maximize Your Social Security Benefits (and Top Mistakes to Avoid)
October 29, 2019 @ 12:00 pm - 1:00 pm Eastern
Senior Investment Advisor Alex Seleznev and Senior Financial Advisor Wendy Moyers will lead a presentation in the afternoon of Tuesday, October 29 about the top seven ways to maximize your social security benefits and the top mistakes to avoid.
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.
Alex and Wendy plan to address the following questions, and others:
- How does Social Security work?
- When should I claim my Social Security benefits?
- Should I delay receiving Social Security?
- Can I earn income when I receive Social Security?
- How is Social Security taxed?
- Will my spouse receive benefits?
- What about my ex-spouse?
Attendees will be treated to a complimentary breakfast.
AGENDA
- 11:30 – 12:00 p.m. – Lunch and Registration
- 12:00 – 1:00 p.m. – Professional Education
- 1:00 – 1:15 p.m. (or later) – Networking (Alex and Wendy will stay following the presentation to answer any questions)