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

You are cordially invited to attend a FREE educational workshop: “Savvy Social Security Planning: What Baby Boomers Need to Know to Help Maximize Retirement Income”

Date: Thursday, November 3, 2016
Time: 6:00 PM – 7:30 PM
Location: Lower Hall – Corpus Christi Catholic – Christian Church, 27231 Aliso Viejo Pkwy, Aliso Viejo, CA 92656

Seating is limited.
Please call to reserve your space.
RSVP: Dina Fernandes 949.365.5347

Learn the answers to your questions:
• 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?

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

At this workshop you will learn:
• 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.
Please call to reserve your space.
RSVP: Dina Fernandes 949.365.5347

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