Social Security Planning Workshop

Social security planning is important. Meet the expert to learn how to plan, prepare and protect your finance. Learn at this workshop: • 5 factors to consider when deciding to apply for benefits • When it makes sense to delay benefits - and when it does not • Why you should always check your earnings record for accuracy • How to estimate your benefits • Innovative strategies for coordinating benefits with your spouse • How to minimize taxes on social Security benefits • How to coordinate Social Security benefits with your other forms of retirement income