Fri March 28, 2014
Workshop to Educate Baby Boomers on Social Security
SEE EVENT DETAILS
at House of the Four Winds
(see times)
Social Security is far more complicated than most people realize. The decisions that baby boomers make now can have a tremendous impact on the total amount of benefits they will receive over their lifetime.
Questions baby boomers are asking include:
- 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?
To help baby boomers better understand the Social Security system, this workshop will cover:
- 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
There is no charge to attend but space is limited and RSVPs are required. For more information and to RSVP, please call Melissa at (831) 656-0236 or email melissa ( @ ) nanlesnick dot com.
Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC and a Registered Investment Advisor. Non-Security products and services are not offered through TFA.
show less
Questions baby boomers are asking include:
- 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?
To help baby boomers better understand the Social Security system, this workshop will cover:
- 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
There is no charge to attend but space is limited and RSVPs are required. For more information and to RSVP, please call Melissa at (831) 656-0236 or email melissa ( @ ) nanlesnick dot com.
Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC and a Registered Investment Advisor. Non-Security products and services are not offered through TFA.
Social Security is far more complicated than most people realize. The decisions that baby boomers make now can have a tremendous impact on the total amount of benefits they will receive over their lifetime.
Questions baby boomers are asking include:
- 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?
To help baby boomers better understand the Social Security system, this workshop will cover:
- 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
There is no charge to attend but space is limited and RSVPs are required. For more information and to RSVP, please call Melissa at (831) 656-0236 or email melissa ( @ ) nanlesnick dot com.
Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC and a Registered Investment Advisor. Non-Security products and services are not offered through TFA.
read more
Questions baby boomers are asking include:
- 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?
To help baby boomers better understand the Social Security system, this workshop will cover:
- 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
There is no charge to attend but space is limited and RSVPs are required. For more information and to RSVP, please call Melissa at (831) 656-0236 or email melissa ( @ ) nanlesnick dot com.
Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA) member FINRA, SIPC and a Registered Investment Advisor. Non-Security products and services are not offered through TFA.
show less
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House of the Four Winds
540 Calle Principal, Monterey, CA 93940
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