Ruth's Chris Steak House
Sep 24, 2024 | Sep 25, 2024 | Sep 26, 2024
6:30 PM
No Cost Event
Dinner Seminar
670 White Plains RdTarrytown, NY 10591
This educational seminar on maximizing social security benefits is designed to help retirees and those approaching retirement understand the ins and outs of social security. Attendees will gain a comprehensive understanding of the eligibility requirements and the different types of social security benefits available, including retirement, survivor, and disability benefits. The seminar will also explore strategies for maximizing benefits through spousal and survivor options, coordinating social security benefits with other sources of retirement income, and understanding the impact of earning income on benefits. Attendees will also learn about the impact of taxes on social security benefits, how to apply for benefits, how to estimate future benefits and how to monitor and adjust benefits over time.
Reserve Future Event Topic
We'll cover strategies for maximizing social security benefits, including eligibility, best age to start, types of benefits, maximizing spousal benefits, coordinating with other income sources and more. Attendees will also learn about taxes on social security benefits and how to apply.
Understanding social security
Optimizing retirement income
Maximizing benefits
Coordinating with other income
Applying and monitoring benefits
In conclusion, this educational seminar on maximizing social security benefits has provided attendees with valuable knowledge and strategies to optimize their retirement income. Attendees have gained a deeper understanding of social security eligibility requirements, different types of benefits, and how to maximize benefits through spousal and survivor strategies. The seminar also covered how to coordinate social security benefits with other income sources, the impact of earning income on benefits, taxes on benefits and how to apply, estimate and monitor social security benefits.
We hope that the knowledge gained from this seminar will empower attendees to make informed decisions about their social security benefits and improve their financial future. Don't miss out on the opportunity to secure your retirement income.
The seminar is designed to provide a comprehensive overview of the Social Security system, including how it works, how to apply for benefits, and strategies for maximizing your benefits.
Yes, the seminar is specifically tailored to individuals who are approaching or currently in retirement stage. The seminar will provide them with the most relevant information and strategies to help them plan for their financial future.
Yes, the seminar will cover strategies for married couples, including how to coordinate benefits to maximize the total amount received.
Yes, the seminar will cover the most recent laws and regulations that have been passed in order to provide the most up-to-date information.
Yes, the seminar will provide information on how to access and understand the new Social Security statement.
Yes, the seminar will cover the pros and cons of taking benefits early, and strategies for making the most of early benefits.
Yes, the seminar will cover the tax implications of receiving Social Security benefits and provide strategies for minimizing taxes.
Many couples have attended one of our events, just like the one I'm inviting you to. They had questions and concerns about their existing wealth management strategies, retirement income planning, taxes, RMDs, inflation, and outliving their money. If you share these thoughts, we're open to discussing your financial future with you.
These events are for first-time attendees only. All attendees should be nearing retirement or currently in retirement. Dinner is on us and there is absolutely no cost or obligation. nothing will be sold or offered for purchase at this event.
Schedule a meeting or register to attend one of our events to learn more about any of our financial planning services
(732) 365-3705
Get to know me
