Maximizing Social Security: MJWKSU0319

Event Phone: 833-762-8072

  • March 19, 2019
    6:30 pm - 9:00 pm

Instructor

  • Jim Woods
    Jim joined Southport Capital in 2008. He is a principal of the firm and serves as the Senior Portfolio Manager. His primary focus is helping small to medium sized business more effectively manage their retirement benefit accounts as well as doing the same for individuals.

For many Americans, Social Security is the single largest asset they have in retirement, and greater than 90% of all recipients do not maximize their Social Security benefits. Advance planning is essential and the decisions you make today can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

This educational workshop will provide you with much needed information to help you understand the system, coordinate spousal and survivor benefits, minimize taxes, and maximize your personal benefits.

Whether you’re single, married, divorced, or widowed, there may be ways to maximize the lifetime Social Security benefits you receive.

One of the most important decisions you need to make before you retire is when and how to claim Social Security benefits. About half of retirees apply for Social Security as soon as they become eligible at age 62, but by doing so, they may significantly and permanently impact their income and benefits for the rest of their lives. The difference between the best and worst possible decision of when to start Social Security can be well over $100,000!

Learn important rules that affect the amount of retirement benefits you collect, as well as strategies for coordinating Social Security with other sources of retirement income!

Tuesday
March 19th
6:30pm-9:00pm

(Ballroom)

*Please note that weekday parking for participants is LOT P2
Visitor lot and must pay for parking at the meter kiosk.

Venue:  

Address:
Student Center Building, Room 216, 1100 South Marietta Parkway, Marietta, Georgia, 30060, United States

Comments are closed.