Savvy Social Security

Savvy Social Security

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 it every time we get a paycheck, yet most of us don't really understand how the system works.  There are approximately 700 different ways to claim benefits and people are leaving huge amounts of money on the table due to lack of education.  Our 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, based on individual and joint life expectancy
• How COLAs (Cost of Living Adjustments) affect your benefits
• How do former marriages affect benefits
• What strategies are allowed to maximize benefits
• How Social Security can be aligned with retirement plans