Broker Check
06 Oct
Savvy Social Security Planning


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.

Date and Time

Thu, Oct 06, 2022

7:00p - 8:30p EST


Smithtown High School East - Little Theatre

10 School Street
St. James , NY 11780


Host: Bud Levy, CFP, MBA

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