Advance Social Security Planning
Monday, October 10, 2022

VENICE
Monday, October 10
11:00 – 11:45 am
2350 Scenic Dr., Venice
Community Room,
2nd floor
Advance Social Security Planning
Presented by Kelli Soukup and Karin Botelho, CEBS
We will discuss strategies to maximize your benefits.
- Understanding Social Security strategies
- How income affects Social Security & Tax planning
- Getting the most out of your benefits
- Spousal, widow and other benefits
- Penalties and withholdings
Please RSVP to Lynne by email
or call (941) 556-3269
Lynne Anast