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01/22/2020 at 6:15 pm - 7:30 pm

Walpole Public Library
143 School Street
Walpole , MA 02081

Walpole Public Library

Social Security – Know Your Options

Course Code: SJMWL0122

Join us for a Free Educational workshop.

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


To Register –
Register on-line now! or
Register by phone  508-392-5144  (lines open 24/7)



Educate yourself and know your options BEFORE filing for Social Security benefits … the wrong choices could substantially reduce your benefit over the course of your retirement.

  • Learn important rules that affect when and how you file for benefits
  • Learn options that can maximize your benefits
  • Learn how to minimize taxes on your Social Security
  • Learn strategies for coordinating Social Security with other retirement income

Regrettably, many people make poor choices when claiming their Social Security simply because they don’t understand the options or strategies available to maximize their benefits.

Some important topics and questions that will be discussed in this workshop:  

  • Why delaying your Social Security benefit could mean up to 32% more income during retirement?
  • What is the Social Security tax penalty and how can you possibly avoid it?
  • Understanding spousal and survivor benefits when claiming your Social Security benefit.
  • Will your benefit be negatively impacted by the Windfall Elimination Provision (WEP)?
  • What are the recent tax law changes and how might your benefit be impacted?
  • How do Medicare and Social Security work together?
  • What if you’ve already filed? Can you make a change?
  • Will Social Security be enough for you to live on during retirement?
  • What would another market correction mean to you, and how do you avoid inevitable downturns?
  • How do you design a lifetime income plan that is adjusted for inflation?

Regardless of your age and current claiming status, there still may be many considerations which could maximize your family’s lifetime Social Security benefit and minimize taxes.


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