Advance Social Security Planning

Monday, October 10, 2022


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