Upcoming Events

Social Security Planning

What Everyone Wants To Know (especially boomers)

After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.

Sponsored By:  Plainview-Old Bethpage Public Library

This is a one-session program offered on Tuesday, August 4th from 7:00 - 8:30 pm

When: Tuesday, August 4, 2020 - 7:00 -8:30 pm
Where: Plainview-Old Bethpage Public Library
999 Old Country Road
Plainview, NY 11803
Host: Bud Levy CFP, CPA, MBA and Evan Levy, Financial Advisor
Phone: 631-952-2700
 

Social Security Planning

What Everyone Wants To Know (especially boomers)

After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.

Sponsored By:  Sachem Library

This is a one-session program offered on Monday, August 24th from 7:00 - 8:30 pm

When: Monday, August 24, 2020 - 7:00 -8:30 pm
Where: Sachem Library
150 Holbrook Road
Holbrook, NY 11741
Host: Bud Levy CFP, CPA, MBA and Evan Levy, Financial Advisor
Phone: 631-952-2700
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck