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Date/Time:
Wednesday, May 26th at 6:30 pm - 8:30 pm

Location:
Staybridge Suites Miamisburg
10110 Landing Way
Miamisburg, OH 45342


SOCIAL SECURITY BENEFITS:  What? When? How?
IN PERSON WORKSHOP
COURSE CODE: SMSSS0526

Staybridge Suites Miamisburg

IMPORTANT COVID-19 SAFETY NOTE: 
For everyone’s health and safety, social distancing protocols will be adhered to and seating will be limited in compliance with CDC, state, and local guidelines.

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:

  • How married couples can coordinate benefits to help enhance spousal and survivor benefits
  • Claiming a spousal benefit while earning delayed retirement credits
  • How working could affect your benefits, and the taxability of Social Security benefits
  • How claiming worker benefits early could lower your spousal benefit at your full retirement age
  • The effect of remarriage on survivor benefits for widowed and divorced spouses

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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