Smart Strategies for Baby Boomers
September 24th, 2019 · 6:30 - 8:00pm
Ann Broadway, Financial Consultant
Filing for Social Security is one of the big decisions retirees must get right to have the opportunity for a long and meaningful 21st century retirement. This class is designed to help Baby Boomers understand the complexities of Social Security and how to avoid mistakes that could cost thousands of dollars in benefits over a lifetime.
In this class you will learn why your Social Security decision is so important to your retirement plans, how 2016 changes to the system might impact your finances, and why most Americans don't receive full benefits.
Bring your Social Security Earnings Record. Workbooks to accompany the class will be provided.
Your record is available on ssa.gov. Click to the Retirement Estimator Page, scroll near the bottom, and click the "Estimate Your Retirement Benefits" button.
WHO SHOULD TAKE THIS CLASS?
Anyone looking for more information about how to best utilize their Social Security.
*Class fee waived for 401k plan participants managed by Adams Financial Partners and current wealth management clients.