Savvy Social Security Planning For Baby Boomers
You are cordially invited to attend an exclusive, free (typically $49/person) seminar: "Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income."
At this hour and a half-long seminar you will learn:
- Why you should check your earnings record for accuracy
- How to estimate your benefits
- Five factors to consider when deciding when to apply for benefits
- When it makes sense to delay benefits -- and when it does not
- 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
You will also receive a copy of The Baby Boomer’s Guide to Social Security -- a comprehensive reference addressing common questions and issues, including proposals for reform.
Light refreshments will be served. Registration is required.
Presenter
Rita is the President and Chief Investment Advisor of Golden Hills Financial Group, a registered investment advisory firm. She helps pre-retirees understand the value of coordinating all income sources such as Social Security payments, investment withdrawals, and pensions for the highest quality of life earned through a lifetime of work and saving.
Rita holds an M.B.A. and a B.S. Business Administration (Finance/Economics) from the University of Wisconsin. As a life-long student of finance, she extends her love of learning to others as an adjunct faculty member teaching portfolio management and finance courses at major universities.