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Social Security Dinner
March 10, 2020 @ 6:30 pm - 8:00 pmFree
No one wants to leave money in the Social Security program, but oftentimes it happens when people aren’t aware of all the rules/strategies/options…
We’ll be going over:
- Do you qualify for benefits?
- How collection age impacts benefit amount
- Should you wait?
- Family decisions: Spousal benefits & Survivor benefits
- Choosing between benefits
- Taxation of benefits
- How divorce affects benefits
If you’re 59 or older, it’s time to give this some serious thought… Our guest speaker from BlackRock, Cullen Roberts, CIMA® is experienced in answering your Social Security questions.