Savvy Social Security Planning

Savvy Social Security Planning This workshop will focus on what Baby Boomers need to know to maximize retirement income. Decisions made now can have a tremendous impact on benefits received later. Boomers will learn: • Factors to consider when deciding to apply • When to delay benefits (and when not to) • Checking your earnings records • Estimating your benefits • Coordinating benefits with your spouse • Minimizing taxes on benefits All participants will receive a copy of The Baby Boomer’s Guide to Social Security. Registration is not required. Monday, May 12 7:00 pm at Main Library Hosted by Michael Aloi, Certified Financial Planner™ Summit Financial Resources, Inc. This is an educational workshop only. There is no cost or offer to purchase.