Workshop to educate baby boomers on social security

senior social securityAre we baby boomers?

An educational workshop titled  “Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income” has been scheduled for Tuesday, September 22 at the Ventura Adult Education Center located at 5200 Valentine Rd., at 6:00 p.m.

Social Security is far more complicated than most people realize. The decisions baby boomers make now can have a tremendous impact on the total amount of benefits they stand to receive over their lifetime.

Questions 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 to apply for benefits
  • When it makes sense to delay benefits- and when it does not

Why you should always check your earnings 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

Seating is limited and reservations are required.  Individuals may reserve space by calling  644-3495.

Unable to attend the seminar in person?  No problem.  You can view a short video from the comfort of your own home regarding the above at www.RISpresents.com.

 

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