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Changes to Social Security filing strategies
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How married couples can help enhance their combined monthly and lifetime benefits
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How the "do over" and "start, stop, restart" strategies work
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How to claim retroactive benefits as a lump sum
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The effect of remarriage on survivor benefits for widowed and divorced spouses
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Five factors that could reduce the actual payments you receive
One of the most important decisions you need to make before you retire is when to claim Social Security benefits.
Many retirees apply for Social Security before reaching full retirement age. But by doing so, they may significantly and permanently reduce the benefits that they — and possibly their spouses — could receive over a lifetime.
Social Security provides not only a guaranteed income stream but also longevity protection, spousal protection, and some inflation protection. It may be the closest thing you receive to a traditional pension.
Whether you're single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive. The concepts discussed in this course are most suitable for those with investable assets of $100k or more.
Join us at the Park City Library covering Social Security Workshop on August 11 from 6:00 PM - 7:00 PM.
COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, mask usage, sanitation, and capacity limitations.
Sign up today!
No Charge to Attend!
This presentation is strictly informational. No investments will be promoted. However, the Financial Professional presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Social Security 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization.
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David Gates 6955 Union Park Center, #410, Midvale, UT 84047, (801) 316-4100
Financial Strategies Institute, 6955 Union Park Center, #410, Midvale, UT 84047, (801) 316-4100. Registered representative of and offers securities through Securities through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Financial Strategies Institute and the Securities America Companies are not affiliated.
Financial Strategies Institute, 6955 Union Park Center, #410, Midvale, UT 84047, (801) 316-4100. Registered representative of and offers securities through Securities through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Financial Strategies Institute and the Securities America Companies are not affiliated.
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