01 Feb
Workshop: Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income


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

Questions boomers are asking include:

  • Will Social Security be there for me?
  • How much can I expect to receive?
  • When should I apply for Social Security?
  • How can I maximize my benefits?
  • Will Social Security be enough to live on in retirement?


To help baby boomers better understand the Social Security system, this workshop will cover

  • 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

Date and Time

Thu, Feb 01, 2024

10:00a - 12:00p EST


Connect HQ

Lowry Commons
516 Lowry Ave
Jeannette , PA 15644


Free Parking available. Coffee from Glass City Cafe and Danish from Panetti's Bakery

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