Broker Check
17 Nov
Savvy Social Security Planning in Uncertain Times


Planning for retirement requires careful attention so you don’t fall into pitfalls that can cost you.

Decisions about when to start Social Security benefits are far more complicated than most people realize. They can have a major impact on the total amount of benefits received over a lifetime.

Join David Treece for an informative seminar that will help you decide when to begin receiving Social Security benefits. Attend to learn:
  • 5 factors to consider when deciding to apply for benefits
  • When it makes sense to delay benefits—and when it does not
  • Strategies for coordinating benefits with your spouse
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with other forms of retirement income
As a thank you for registering, please download your complimentary copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Date and Time

Thu, Nov 17, 2022

6:15p - 7:30p EST


Miami Shores Brockway Memorial Library

10021 NE 2nd Avenue
Miami Shores, FL 33138
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