Event Calendar

 You are cordially invited to attend an educational workshop


"Social Security Planning for Boomers: What Everyone Needs to Know"




Learn information on the following questions:

·         When should I apply for Social Security?

·         Will Social Security be there for me?

·         How much can I expect to receive?

·         How can I maximize my benefits?

·         Will Social Security be enough to live on in retirement?


After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.


This informative seminar covers the basics of Social Security and reveals strategies for potentially maximizing your benefits.


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
  • Ways to estimate your benefits
  • Ways to coordinate benefits with your spouse, ex-spouse, or deceased spouse.
  • Strategies designed to minimize taxes on Social Security benefits
  • Ways to coordinate Social Security with your other sources of retirement income


To attend one of the our workshops in 2017, E-MAIL us and we will be in touch.


In the meantime, for a free brochure on how to Maximize your Social Security Benefits click here.