top of page

September 7 SFx Virtual Presentation SAVVY SOCIAL SECURITY by Brad Yablonsky 12-1 pm

Thu, Sep 07

|

GoTo Meeting

The Savvy Social Security presentation is geared towards Baby Boomers thinking about retirement. This presentation bridges the information gap and allows for informed, educated decision making.

Registration is closed
See other events
September 7 SFx Virtual Presentation SAVVY SOCIAL SECURITY  by Brad Yablonsky  12-1 pm
September 7 SFx Virtual Presentation SAVVY SOCIAL SECURITY  by Brad Yablonsky  12-1 pm

Time & Location

Sep 07, 2023, 12:00 PM – 1:00 PM MDT

GoTo Meeting

About the Event

SAVVY SOCIAL SECURITY - presented by Brad Yablonsky   brought to you by AIA NM Small Firm Exchange  - ALL ARE WELCOME TO PARTICIPATE

The Savvy Social Security presentation is geared towards Baby Boomers thinking about retirement. They've probably paid Social Security tax for decades. In fact, we all pay in every time we get a paycheck, yet most of us don't really understand how the system works. There are hundreds of different ways to claim and people are leaving money on the table due to lack of education. This presentation bridges the information gap and allows for informed, educated decision making.

Topics covered include:

  • When to start taking Social Security
  • How much you can expect to receive
  • How COLAs (Cost of Living Adjustments) affect your benefits
  • The ramifications of a spouse's death on benefits
  • How do former marriages affect benefits
  • What strategies are allowed to maximize benefits
  • The changes to Social Security based on Congress' new budget bill
  • How Social Security can be aligned with retirement plans

Share This Event

bottom of page