JOIN US FOR A COMPLIMENTARY PRESENTATION

join us for a complimentary dinner event

Maximizing Social Security

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Mon Mar 16
The Fountains at Gateway
6:30pm Central - 1500 Medical Center Pkwy Murfreesboro, TN 37129
This Event Is Full This Event Has Already Taken Place
Tue Mar 17
The Fountains at Gateway
6:30pm Central - 1500 Medical Center Pkwy Murfreesboro, TN 37129
This Event Is Full This Event Has Already Taken Place

What You'll Learn

  • When your benefits may begin and how the age at which you apply will affect the amount you receive.
  • How to maximize Social Security benefits and how to minimize taxes on them.
  • Strategies to consider before deciding to apply for benefits.
  • What to do if you have other income from pensions or IRAs.
  • What is the future of Social Security and what does it mean to you?
  • When it makes sense to delay benefits - and when it does not.
  • How the wrong Social Security decision can cost you money.
  • How your current employment will affect benefits.
  • How two little-known strategies could increase your family income and survivor benefits.
  • Can you fix your Social Security election if you made a mistake?
  • How cost-of-living adjustments (COLAs) impact benefits.
  • Learn how all of your assets fit together with Social Security to fund your quality of life in retirement.
Select a Date and Register

Featured Speaker

Edward Schott

Every seminar host and event speaker is passionate about empowering attendees with the knowledge and confidence needed to take control of their own financial future. In addition to learning how to achieve your current and long-term financial goals, you’ll get valuable advice on topics such as when to apply for Social Security benefits, how to protect your financial legacy for future generations with a well-crafted estate plan, strategies for reducing your tax burden during retirement and so much more.

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