Broker Check
22 Oct
Social Security Planning

Presenter

B. Miles Harris, CFP®

Description

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
Why you should always check your earnings record for accuracy
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

**RSVP today as space is limited to the first 30 people!! Dinner will be served.**
Please feel free to invite a friend and/or family member that you think would also benefit from this information!

Date and Time

Tue, Oct 22, 2019

6:00p - 8:30p CST

Location

Prime Chophouse

9181 Town Square Blvd.
Amarillo, TX 79119
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2019-10-22T18:00:00.0000000
2019-10-22T20:30:00.0000000
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