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Date/Time:
Saturday, September 20th at 10:30 am - 12:30 pm

Location:
Morrill Memorial Library
33 Walpole Street
Norwood, MA 02062


Social Security – Know Your Options
In Person Class
Course Code: SGFMM920

This Course is offered FREE of Charge
Advance Registration is Required.
Register Early – Space is Limited

To Register –
Register on-line now! or
Register by phone    888-996-6203      (lines open 24/7)

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SOCIAL SECURITY – KNOW YOUR OPTIONS

As you approach retirement, deciding when and how to claim Social Security benefits – two of the most important decisions you’ll need to make – can be confusing and even overwhelming.  Applying for Social Security as soon as you become eligible at age 62 may seem like an attractive idea but, by doing so, you could significantly and permanently reduce your income and benefits for the rest of your life.

Because of current Social Security filing rules, you literally have one shot at making the right decision for yourself, based on your own unique financial circumstances.

This course will help you gain a clearer understanding of your options and which strategies you should consider BEFORE filing for Social Security benefits. It will also teach you how to take an aerial view of your retirement plan, by exploring how Social Security works with your other retirement assets. 

Some of the Questions We’ll Answer:

  • How much lifetime income do I stand to lose by filing for Social Security at the wrong time?
  • How can I get the largest benefit while paying the least amount of taxes?
  • What options are most beneficial to married couples, according to current Social Security rules?
  • Is Social Security still going to be around when I need it?
  • Should I consider delaying the start of my social security benefits? What is the right choice for me?
  • Which rules and regulations must I understand before deciding when to start my benefits?
  • How are my benefits affected if I’m still working?
  • How will my Social Security income work together with my IRA/401(k) and other income sources to provide the most secure retirement possible?
  • If I’ve already filed for benefits, can I make a change?

Join us for this insightful class and gain confidence through financial education!

Reserve Your Spot

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