Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income

Social Security is far more complicated than most people
realize. The decisions baby boomers make now can have a tremendous impact on
the total amount of benefits they stand to receive over their lifetime.

Questions boomers are asking include:

• 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?


• Will Social Security be enough to live on in retirement?

To help baby boomers better understand the Social Security system, this workshop will cover:

• 5 factors to consider when deciding when 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


• How to coordinate benefits with your spouse


• How to minimize taxes on Social Security benefits


• How to coordinate Social Security with your other sources of retirement income

Seating is limited so reservations are required.