Social Security Classes

Social Security Classes for Savvy Baby Boomers

Social Security planning is more complicated than you may think.  Not fully understanding the ins and outs of Social Security can have a major impact on how much benefits you receive over your lifetime.  Discover what to consider when you apply, why you might delay benefits, how spousal and survivor benefits work, and much more.  The importance of protecting and integrating your other retirement accounts (IRAs, 401(k) s, etc.) will also be illustrated and discussed. Class includes a consultation with a personalized Social Security Timing Analysis Report.

Please call our office if you would like to host a social security class, or if you want to know when the next social security class will be held.