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Date/Time:
Thursday, August 13th at 3:30 pm - 5:00 pm

Location:
Social Security – Know Your Options – Live Online Webinar
301 N. Cattlemen Road
Sarasota, FL 34232


 

Social Security – Know Your Options
Live Online Webinar
Course Code: SAFVIR0813A

 

 

This course is usually taught at Libraries throughout Southwest Florida. Due to the ongoing COVID-19 restrictions, this LIVE class is being offered for FREE online. Join us for one, two, or all three classes offered. 

This Course is offered LIVE, ONLINE, & FREE of Charge
Advance Registration is Required

To Register –
Register on-line now! or 
Register by phone     888-979-7239     (lines open 24/7)

Plus, learn how the current state of the economy could affect your retirement! During this class we will also address the current economy and how it could affect your retirement income planning, tax planning, Required Minimum Distributions, and more. We will provide answers to common financial concerns and offer strategies that could help you protect your savings and retirement.

 

SOCIAL SECURITY – KNOW YOUR OPTIONS
Live Online Webinar
Maximize Your Benefit!  Minimize Your Taxes!


Deciding when and how to claim your Social Security benefits are two of the most important decisions you’ll need to make as you approach retirement. 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.

Come and learn the basics of Social Security and the latest strategies for maximizing your benefits. This workshop will help you gain a clearer understanding of the options you have and the strategies you should consider BEFORE filing for your benefits. It will also teach you how to take an important aerial view of your retirement plan by exploring how Social Security works in coordination with your other retirement assets.

What You Will Learn:  

  • Vital rules that affect when and how you file for benefits
  • How much lifetime income you stand to lose by filing for Social Security at the wrong time
  • Strategies that can maximize your Social Security benefits
  • How to minimize taxes on your Social Security 
  • The most beneficial strategies for married couples 
  • How your benefits are affected if you’re still working?
  • Strategies for coordinating Social Security with your IRA/401(k) and other income sources

REGISTER TODAY TO MAXIMIZE YOUR BENEFIT!

Reserve Your Spot

Bookings are closed for this event.


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