Broker Check
12 May
Social Security - Planning for Couples


Are you are asking…

  • Will Social Security be there for me?
  • How much can I expect to receive?
  • When should I apply for Social Security?
  • How can I maximize my benefits?
  • At this informative seminar you will learn

important rules and strategies for collecting

your retirement benefits.

Learn the rules for…

  • How your benefit will be affected by the

age at which you apply

  • How cost-of-living-adjustments, or COLAs,

affect benefits

  • How spousal benefits work
  • How survivor benefits work
  • How divorced-spouse benefits work
  • How working affects benefits
  • How benefits affect taxes
  • What to do if you have other income from

pensions or IRAs

At this workshop you will learn...

  • 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


  • How to coordinate Social Security with your

other forms of retirement income

The decisions you make today can have a

tremendous bearing on the total amount of

benefits you stand to receive over your lifetime.

Don’t miss this valuable workshop

Date and Time

Wed, May 12, 2021

6:30p - 7:30p EST


Virtual Webinar


Event Registration