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WELCOME! > Business & Money Matters > Money Matters

Savvy Social Security for Boomers   NEW!

Whether you're one, five or more years from retirement...single, divorced, or a couple...Social Security represents a key element of your financial plan. Now the decision is even more complicated by the highly uncertain outlook for the economy, jobs and financial markets due to the Covid-19 pandemic. Understanding when and how to take your benefits will impact the maximum benefit you are entitled to, and affect your total retirement income strategy. This class reviews the best options and strategies for maximizing income for couples and singles, addressing issues of timing, health, work status and investments such as retirement plans and annuities. It is also helpful to those who have already started taking benefits, to make sure they are receiving the maximum allowed.
Please be sure to register by the day before the class at the latest. You will receive an invitation email with a link to join the Zoom meeting. Click here for a tutorial on how to join a Zoom meeting.