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Feel More Secure About Social Security - Upcoming Webinar

July 13, 2024

Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

Have you ever wondered when you should apply for Social Security?  Maybe you’re wondering how you can maximize your benefits?  Or whether or not it’ll be enough to live on in retirement?

Join our webinar on Wednesday, July 31st 12-1 p.m. to find these answers and more as we cover the basics of Social Security and reveal innovative 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
  • How divorced-spouse benefits work

 

This class is educational in nature and is free and open to the public.  

Register online by clicking here. 

For more information, or help registering, contact Maritza Shaw at 800-274-2564 or by email at mshaw@pkscpa.com.  

 

PKS Investment Advisors is a registered investment advisor with the Securities and Exchange Commission. Reference to registration does not imply any particular level of qualification or skill.  The workshop is for informational purposes only and is not designed to provide tailored financial or tax advice.

 

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