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Date/Time:
Monday, October 14th at 6:30 pm - 8:00 pm

Location:
Monroe Community Room
6 East Avenue
Monroe, OH 45050


Maximizing Social Security
In Person Workshop
Course Code: ssmmc1014

This class is offered free of charge, but
Advance Registration is Required
Capacity is limited – Guarantee your spot by registering today


To Register –

Register on-line now! or
Register by phone    877-892-7088    (lines open 24/7)

Learn about important Social Security rules and strategies BEFORE filing for your benefits!


MAXIMIZING SOCIAL SECURITY

The difference between the best and worst possible decision for when and how to claim your Social Security benefits can cost you THOUSANDS OF DOLLARS A YEAR in retirement income – for life!

One of the most important decisions you need to make before you retire is when and how to claim your Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently reduce their income and benefits for the rest of their lives.

Join us and learn important rules, options and strategies that can help you maximize your benefits., minimize your taxes, and make the right choices for your situation.

We’ll discuss these important topics – and many more.

  • Current rules and regulations you should understand before deciding when to start your benefits
  • How much lifetime income you could lose by making the wrong decision about when and how to claim your benefits
  • The future of Social Security and what it could mean to you
  • Strategies to consider BEFORE deciding to apply for benefits
  • Maximizing your Social Security benefits
  • Can you change your Social Security election if you’ve already filed?
  • How your benefits are affected if you’re still working
  • How your Social Security benefits are taxed, and ways to minimize – or even eliminate – the taxes on them
  • Why married couples could miss out on substantial benefits by not knowing the Social Security rules
  • Navigating spousal and survivor benefits
  • The strategy behind delaying the start of your benefits. Is it the right choice for you?
  • Cost-of-living adjustments (COLAS) and how they impact your benefits
  • How your IRA, 401(k), and other income sources work together with Social Security to fund your quality of life in retirement

REGISTER TODAY TO MAXIMIZE YOUR FINANCIAL FUTURE!

Reserve Your Spot



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