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Date/Time:
Tuesday, October 1st at 6:30 pm - 8:00 pm

Location:
Washington Township RecPlex East Joyce Young Center
895 Miamisburg-Centerville Road
Dayton, OH 45459


SOCIAL SECURITY BENEFITS:  What? When? How?
IN PERSON WORKSHOP
COURSE CODE: SMSWTR101

This is a Complimentary workshop and is offered FREE of Charge
Advance Registration is Required
Register Early – Space is Limited

To Register
Register on-line now   or
Register by phone by calling    513-532-3390

SOCIAL SECURITY BENEFITS

What? When? How? – In Person Workshop

Learn about the latest Social Security rules and how IMPORTANT these benefits are when planning for your RETIREMENT!

One of the most important decisions you need to make before you retire is when and how to claim 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 impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can cost you and your spouse thousands a year in income for life!

Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!

Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

Social Security is one of the most valuable and least understood benefits available to retires today. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.

It’s important to have a good understanding of these issues:

  • When your benefits may begin, and how the age at which you apply will affect the amount you’ll receive
  • How to maximize Social Security benefits and how to minimize taxes on them
  • How your current employment will affect benefits
  • What to do if you also have other income from pensions or IRAs
  • What is the future of Social Security and what does it mean to you
  • When it makes sense to delay benefits – and when it does not
  • How the wrong Social Security decision can cost you money
  • How two little known strategies could increase your family income and survivor benefits
  • Can you fix your Social Security election if you made a mistake?
  • Learn how important your claiming decisions are when it comes to spousal benefits and how it can affect the spouse forever

Register today to find out how recent changes to Social Security may affect you and your retirement!

Reserve Your Spot

Bookings are closed for this event.


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