Dream Retirement - Social Security Strategy Evening
Details
Social Security is one of the biggest financial decisions you will ever make, and it is one of the few you usually cannot undo. If you are approaching retirement, or already there, this free evening is built to help you walk in with a plan instead of a guess.
Here is what you will learn:
- How the current Social Security rules and the recent SECURE 2.0 changes affect your benefits
- The real difference between claiming early and claiming later, and how to weigh the timing
- How spousal and survivor benefits work for married couples
- Strategies that can help you make the most of the benefits you have earned
This is a relaxed, educational evening. No jargon, no pressure, and nothing sold in the room. Come with your questions and leave with clear answers. Seating is limited, so reserve your spot early. Presented by Be Retirement Prepared.
Related topics
Events in Houston, TX
Saving For Your Retirement
Financial & Estate Planning
Income Tax Planning in Retirement
Retirement Planning
Estate Planning
