Broker Check
26 Aug
(Webinar) Part II: What Is Important To Know About Social Security

Description

Hosted By: Lon W. Broske, CFS®, CFP® 

Part II: What Is Important To Know About Social Security

Here is What You'll Learn

3 Stages & Strategy Options

  • Deciding when is a good time to collect Social Security
Strategy 1: Benefit Options for Couples
  • Stage 1: Filing Early
  • Stage 2: Full Retirement Age (FRA)
  • Stage 3: Delayed Credits
Strategy 1: Benefit Options for Couples
  • Discuss and evaluate available options to determine when to file for benefits.

Strategy 2: Survivor Benefit Options

  • Why do Survivor benefits work best if one spouse is expected to outlive the other.
  • Some general rules to keep in mind

Date and Time

Wed, Aug 26, 2020

1:00p - 2:00p CST

Location

Virtual Webinar: Pines Wealth Management

Note

Don't forget to sign up for Part I if you haven't already. Thank you!

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