Financial Fitness: Social Security Optimization Workshop

As we move through our financial lives, understanding how to properly manage our money can be a challenge. Luckily, for many people, Social Security can be an additional source of continued income at retirement.

The problem is that the program, along with its 2700+ rules, can be confusing, and as a result, 96% of people don’t optimize their benefits. There are many variables and situations that come into play, and it is important to understand the basics, and also the factors that affect your situation, such as marital status, age, employment history and future, family situation, children, life expectancies, and more. It is one thing to maximize your social security check, and it is another thing to optimize your overall financial picture.

Through this workshop, you will obtain a better understanding of the overall Social Security picture, and walk away with knowledge and resources to know how to make the best decision for yourself, your family, and your future generations.

 

When

Location

2nd Floor, Community Room

Library | Parks & Recreation Center, 901 Civic Campus Way, 94080, View Map