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

26 Seats Remaining!

Register

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.