Social Security Planning for Baby Boomers

Social Security Planning for Baby Boomers

February 11th, 2019 | 5:30 pm - 7:30 pm
Florian Gardens | Eau Claire, Wisconsin

Deciding when one should apply for Social Security benefits is an important and complicated question. Over your lifetime, thousands of dollars may be lost / gained based on this one decision.

This workshop is specifically designed for individuals who:

  • Are retired or will be retiring soon and have not claimed their Social Security benefit
  • Have over $500,000 of total investable assets, which may include IRAs, Roth IRAs, Pensions, 401(k)s, 403(b)s, (TSAs), 457(b) Deferred Compensation, and other investment accounts.

During the workshop you will learn:

  • If Social Security will be there for you
  • When you should consider applying for your benefit
  • How spousal benefits work
  • Why you should always check your earnings record for accuracy
  • Strategies designed to minimize taxes on Social Security benefits
  • Why taking Social Security prior to Medicare may significantly increase health insurance costs for individuals who will be self-insuring after they retire.
  • How delaying Social Security can greatly reduce the amount left to your children or other beneficiaries.

Dinner Menu:

Option 1:
Honey Pecan Glazed Chicken Breast
Option 2: Bacon Wrapped Sirloin

Served with Italian Green Beans; Baby Red Potatoes; Mixed Greens topped with Cucumbers, Cherry Tomatoes, Carrots, Onions, and Homemade Croutons; Hearth European Rolls; Coffee, Water, Hot Tea, or Milk.

As part of your registration, each attendee will get these FREE Social Security resources:

"The Baby Boomer's Guide to Social Security" An overview of what Baby Boomers need to know about Social Security.

"Should You Take Social Security Benefits Early?" A white paper covering key factors to consider aiming to help you determine your ideal start date for claiming your Social Security benefit.