Social Security Benefits & You (Planning for Retirement Series Week 1)
Time & Location
About the Event
Changes in the workplace and retirement savings over the last two decades have made it more important than ever to understand and make informed decisions about Social Security. After all, Social Security originally was designed to supplement income from a traditional (defined benefit) pension plan the employer funded. But as the number of Americans covered by defined benefit plans has fallen from 88 percent just over 20 years ago to only 30 percent by 2013,1 more people are counting on Social Security as a primary income source in their golden years. By sharing tools and resources, we will show participants how to get the clear answers you need to make better and more confident decisions about Social Security benefits and ultimately, your financial security in retirement.
We will walk participants through the basics of determining your optimal age to begin receiving Social Security benefits, given your unique set of financial and life circumstances. This workshop focuses on guiding you to accurately project your monthly benefits and to understand how various elements of your life situations — as well as decisions you make — will impact both your Social Security payments and your broader financial situation in retirement.
To join any/all of the live workshops, RSVP here.
Unable to attend the live seminars but still interested in planning for retirement? We'll be recording the classes and posting them on our YouTube channel afterward.
January 9: When to Claim Social Security – What is the optimal age to begin claiming Social Security benefits, given your unique set of financial and life circumstances?
January 16: Managing Savings and Investments – How do you manage savings and investments assets to meet your needs when you no longer have new income sources?
January 23: How to Pay for Health Care Costs – How do you project and pay for health care costs during retirement?
January 30: Protecting Yourself from Fraud – What steps should you take to guard against fraud, including identity theft? How can you manage your public information and behavior to minimize exposure?