Broker Check

Dublin Office

5650 Blazer Parkway,

Suite 100
Dublin, OH 43017
26 Aug
Savvy Social Security Planning Workshop: What Boomers Need to Know to Maximize Retirement Income


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.

This informative workshop covers the basics of Social Security and reveals strategies for maximizing your benefits.

At this workshop you will learn:
  • 5 factors to consider when deciding when to apply for benefits
  • When it makes sense to delay benefits -- and when it does not
  • Why you should always check your earnings record for accuracy
  • How to estimate your benefits
  • How to coordinate benefits with your spouse 
  • How to minimize taxes on Social Security benefits
  • How to coordinate Social Security with your other sources of retirement income

Seating is limited.  Please click the link below to reserve your spot.

Date:  Tuesday, August 24th
Time:  6:30 PM - 7:30 PM

Date and Time

Thu, Aug 26, 2021

6:30p - 7:30p EST


Columbus Metropolitan Library, Hilliard Branch

4500 Hickory Chase Way
Hilliard , OH 43026
View on Map

Event Registration